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Kasey Walton
Financial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc.
Insurance Sales Representative - Bankers Life and Casualty Company
Direct Phone:
(440) 455-7190(440) 455-7190
Kasey WaltonFinancial Advisor - Westlake, OH
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Meet Kasey Walton
Personal Business Philosophy
Dedicated to helping clients with their financial goals as they prepare for retirement. Being a trusted partner and advocate by providing
solutions and options that are in my clients best interest.
licensed in
CA, OH, RI
CA License: 4232861
professional background
Joined Bankers Life in 2016Became a Financial Representative in 2019Began work in the Insurance Industry in 2016Education: Malone University - MBA
designations received
Financial Representative Designations: Series 7, 63, 65
Kasey Walton, Bankers Life Agent and Bankers Life Securities Financial Representative in Westlake, OH
9:00 AM - 5:00 PM 9:00 AM - 5:00 PM 9:00 AM - 5:00 PM 9:00 AM - 5:00 PM 9:00 AM - 5:00 PMClosed Today Closed Today
Contact Me
Office Phone:
(330) 721-4220(330) 721-4220
Direct Phone:
(440) 455-7190(440) 455-7190
Cell Phone:
(330) 317-2689(330) 317-2689
Branch Info
2001 Crocker Rd
Ste 520
Westlake, OH 44145
US
Hours
| Day of the Week | Hours |
|---|---|
| Monday | 9:00 AM - 5:00 PM |
| Tuesday | 9:00 AM - 5:00 PM |
| Wednesday | 9:00 AM - 5:00 PM |
| Thursday | 9:00 AM - 5:00 PM |
| Friday | 9:00 AM - 5:00 PM |
| Saturday | Closed |
| Sunday | Closed |
Request An Appointment
Wealth Management Services
Whether you're building wealth, protecting your family, or preserving your assets, our wealth management services are tailored to your goals—now and for the long term.
Investment management
Receive expert guidance from financial advisors on asset allocation, market trends, and strategic decisions involving mutual funds and exchange-traded funds—tailored to your goals, risk tolerance, and time horizon.
Retirement planning
Create a personalized plan to help you save, invest, and generate income, bringing more clarity and confidence to your retirement years.
Education/College planning
Build a 529 plan funding strategy that ensures you're setting aside the right amount to support your children's or grandchildren’s education goals.
Cash flow planning
Track income and expenses to gain better control of your finances, so you can allocate excess cash toward your priorities and long-term goals.
Income planning
Design a reliable income strategy that supports your lifestyle—whether you're preparing for retirement or already enjoying it—using solutions such as variable annuities and other income-generating investments.
Insurance planning
Develop a protection strategy to safeguard your family and finances from the impact of unexpected life events, with solutions such as life insurance and long-term care insurance.
Additional Products & Services Offered in Westlake, OH
Life Insurance
Find out how life insurance can help protect the financial security of you and your family.
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Medicare Supplement Insurance
Learn how Medicare supplement insurance can help cover out-of-pocket costs that Medicare may not cover.
ExploreLong-term Care Insurance
Find out how long-term care insurance can help provide financial security in the event of an unexpected long-term illness.
ExploreAnnuities
Learn how an annuity can help protect and grow your retirement savings.
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Financial Calculators & Tools
Our calculators are here to help support your retirement and insurance planning needs so you can make confident and informed decisions.
Retirement Calculators (7)
Insurance Calculators (7)
For information and educational purposes only. Does not constitute investment advice or a recommendation.
Explore Medicare Advantage
Let's Talk About Your Plans for Long-Term Care!
As people live longer and health care expenses continue to rise, the need for long-term care becomes more of a "when" than an "if" situation. That's why it's so important to be prepared and have discussions with your loved ones. Ready to start planning your next steps?
Reviews
Reviews for Kasey Walton
5.0
Rating 5.0
(75 Reviews)- October 14, 20265.0 out of 5.0Rating 5.0Kasey is very conscientious, friendly, easy to talk to, very knowledgeable.
- October 14, 20265.0 out of 5.0Rating 5.0Honesty. Reliability. Satisfaction. Kasey Walton
- October 14, 20265.0 out of 5.0Rating 5.0I am well satisfied with Kasey. He is honest
- October 14, 20265.0 out of 5.0Rating 5.0I think Kasey is wonderful. He has been able to answer all my questions and has been kind.
- October 8, 20265.0 out of 5.0Rating 5.0Kasey's service is great. He is here promptly when we need him. He always looks for the best for us and helps us go through the plan. He is friendly and nice and pleasant. And, we recommend him to friends.
- October 8, 20265.0 out of 5.0Rating 5.0Friendly. Excellent. Can answer any questions I have. I feel comfortable with him. I will recommend Kasey.
- October 7, 20265.0 out of 5.0Rating 5.0Kasey was on time, kind, and very informative which I appreciate tremendously.
- October 2, 20265.0 out of 5.0Rating 5.0I was comfortable with Kasey. He was open, friendly, and honest. I already recommended him to my friend.
- September 29, 20265.0 out of 5.0Rating 5.0Kasey is very personable and has helped me out and makes me feel so much better about retiring. All thumbs up
- September 23, 20265.0 out of 5.0Rating 5.0It was very great. I don’t know of anything really more to say. Kasey did a good job.
- September 18, 20265.0 out of 5.0Rating 5.0Kasey has been a tremendous help. Him coming to the house to see us in person is something I truly appreciate. He put our mind at ease with our retirement funds and helped us planning for long term care.
- September 18, 20265.0 out of 5.0Rating 5.0Kasey is very helpful and knowledgeable. He has been a great help. I highly recommend him. I can tell he cares about the job and the people he works with.
- September 16, 20265.0 out of 5.0Rating 5.0Kasey has been the best I’ve ever had come in to help us. He has a super personality.
- September 11, 20265.0 out of 5.0Rating 5.0I have had no problems with this whatsoever and really like my insurance and agent Kasey.
- August 28, 20265.0 out of 5.0Rating 5.0Excellent service from day 1. Everything has always went very smoothly. Definitely recommend Kasey.
- August 19, 20265.0 out of 5.0Rating 5.0Kasey was very professional, thorough, and easy to understand
- August 7, 20265.0 out of 5.0Rating 5.0I think Kasey is excellent
- July 29, 20265.0 out of 5.0Rating 5.0Kasey did a very good job of explaining. Knowledgeable. Looked at several policies and found which one was best for me.
- July 24, 20265.0 out of 5.0Rating 5.0Very understanding and I don’t have a lot of insurance people I get along with. Kasey is good and helps me
- June 26, 20265.0 out of 5.0Rating 5.0Kasey did a very good job of explaining why I shouldn’t do anything right now and wait to make a change, so it doesn’t affect me in a bad way. I appreciate the way he explained things, so I could understand it.
Displaying reviews 1 - 1 out of the 20 most recent
Frequently Asked Questions
Our Brands and Partners
Our agents provide an expansive suite of insurance options, including core products offered by Bankers Life and Casualty Company, Colonial Penn Life Insurance Company and Washington National Insurance Company.
Insights From Kasey
Making Life Insurance part of your “Life” story
Find out how life insurance can be an important aspect of retirement planning. Learn about the different types of life insurance and why life insu...
Find out how life insurance can be an important aspect of retirement planning. Learn about the different types of life insurance and why life insurance is important for everyone, no matter their age.
Find out how life insurance can be an important aspect of retirement planning. Learn about the different types of life insurance and why life insurance is important for everyone, no matter their age.
The Living Benefits of Life Insurance
Life insurance that pays benefits while you’re living? Beyond just covering funeral expenses, certain Bankers Life policies offer living benefits...
Life insurance that pays benefits while you’re living? Beyond just covering funeral expenses, certain Bankers Life policies offer living benefits, which can be used to help replace lost income or other needs.
Life insurance that pays benefits while you’re living? Beyond just covering funeral expenses, certain Bankers Life policies offer living benefits, which can be used to help replace lost income or other needs.
Make a Plan for your Long-term Care
Learn how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve.
Learn how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve.
Benefits of Long-term Care Insurance
Learn how long-term care insurance provides benefits for assisted care, and can help cover some health care costs associated with aging.
Learn how long-term care insurance provides benefits for assisted care, and can help cover some health care costs associated with aging.
Meet Your Financial Advisor
Let’s start with a conversation. I’ll take the time to understand your goals, values, and vision for the future. Give me a call at (330) 317-2689 or fill out the form. I’ll be in touch soon.
Act Now For Your Free No-Obligation Quote