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Whitaker InsuranceFinancial advisor in San Jose, CA

Whitaker Insurance is a financial advisor at 1276 Lincoln Ave Unit 202, San Jose, CA 95125, ranked #50 of 255 financial advisors in San Jose and rated 5.0 from 3 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

San Jose, CAUpdated 0 paid placements in any rankingHow we rank

Call (408) 286-3000Website ↗

Key facts

Key facts about Whitaker Insurance
Address1276 Lincoln Ave Unit 202, San Jose, CA 95125Get directions
Phone(408) 286-3000
Websitewhitakerfs.com
HoursMonday to Friday: 9 AM – 5 PM
Google rating5.0 from 3 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category

Service area

Serves San Jose and 11 towns within 25 miles: Communications Hill, Campbell, Santa Clara, Alum Rock, Los Gatos, Saratoga, Cupertino, Milpitas, Sunnyvale, Mountain View and Los Altos.

Based in San Jose, CAView on map

Opening hours

Opening hours for Whitaker Insurance
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Whitaker Insurance

How is Whitaker Insurance ranked in San Jose?

Whitaker Insurance is ranked #50 of 255 financial advisors in San Jose by RFA Score, with 63 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Whitaker Insurance’s hours?

Whitaker Insurance is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Whitaker Insurance serve?

Serves San Jose and 11 towns within 25 miles: Communications Hill, Campbell, Santa Clara, Alum Rock, Los Gatos, Saratoga, Cupertino, Milpitas, Sunnyvale, Mountain View and Los Altos. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Whitaker Insurance?

Whitaker Insurance has a rating of 5.0 from 3 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Whitaker Insurance?

Call Whitaker Insurance on (408) 286-3000. The business is at 1276 Lincoln Ave Unit 202, San Jose, CA 95125. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Whitaker Insurance compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Whitaker Insurance (this business)—635.0 (3)NoNo
Azul Private Wealth#48635.0 (3)NoNo7.4 mi
RBC Wealth Management Branch - San Jose#49635.0 (3)NoNo1.9 mi

See all 255 ranked financial advisors in San Jose