WFS Testimonials
We appreciate all of our client feedback. Here's what a few of our clients have to say about us...
Jerry Bruce, Saratoga Federated Church - Saratoga:
"Patrick has brokered our company's health care solutions since 2003 and has been great to work with. His service extends not just to the company but to each of the employees. And he isn't just available at renewal time. He and his staff respond promptly to service requests all year long. The employees and I love how accessible he is and how easy he is to work with. I have been the health care coordinator for multiple companies for the past 3 decades and Patrick is easily one of the best brokers I have dealt with"...
Ed Rathman, Willow Street Pizza - Los Gatos:
"I needed to change to a new carrier by the end of the month. Whitaker Financial had four days to do it. Somehow, they pulled it off. The service from Whitaker is really beyond anything I could have hoped for. They are a pleasure to work with"...
John Diaz, President-National Credit Reporting - San Jose:
"Patrick's been with us from the very beginning-over 20 years! He and his team of advisors helps us with our personal insurance, investment planning and group benefits. He even went with my wife and I when we met with our estate planning attorney! Unequalled customer service"...
Kevin Zadel, President-Quantum Coefficient, Inc. - San Jose:
"I have been working with Patrick for the past several years and I appreciate his straightforward and creative approach to solving our benefit issues. His team is very responsive with our employees' needs"...
Jim Hayes, President-Polar Service Company - Salinas:
"WFS pays attention to the small business owner who's trying to provide a good package for his employees and still keep it in budget. He goes out of his way to provide us with creative options and is always prompt about helping us with any service issues"...
Mark Kuiper, Senior Vice President-Colliers International - San Jose:
I've been working with Patrick for over 15 years-I like his candor and no nonsense style in assisting me with my insurance and investment issues-he never fails to go the extra mile"...
Noel Cross, President-NFC A.I.A. - Campbell:
"WFS handles my company's benefits package as well as my personal insurance and investment planning. He and his team are knowledgeable and provide a consistently high level of customer service."
Mark Mesiti-Miller, President Mesiti Miller Engineering, Inc. - Santa Cruz
For more than 20 years, Whitaker Financial Services has been assisting us with providing health insurance for our employees. WFS is prompt, thorough, creative, sensitive and always goes the extra mile to take care of us and all of our staff. We have been delighted with their service and recommend them without reservation.
