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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
(56 Reviews)- 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.
- June 26, 20265.0 out of 5.0Rating 5.0Kasey is awesome
- June 25, 20265.0 out of 5.0Rating 5.0Very informative
- June 23, 20265.0 out of 5.0Rating 5.0Very friendly. Very helpful. Answered all the questions I had. Pleasant. Kasey is not pushy. He is mellow and easy going.
- June 19, 20265.0 out of 5.0Rating 5.0You are awesome Kasey. You explained everything and were very helpful.
- June 19, 20265.0 out of 5.0Rating 5.0Everything they explained they explained clearly
- June 18, 20265.0 out of 5.0Rating 5.0I appreciate Kasey being honest, the way he dresses the way he talks. I’m proud he comes here and answers my questions easily and decently and I appreciate his time. Everybody knows I will be first to go and I’m happy to know he will take care everything for me and my family. Thank you Kasey
- June 18, 20265.0 out of 5.0Rating 5.0I want to thank Kasey for being patient working with me and my dad and our schedules and eventually meeting us to help us out with our life insurance
- June 17, 20265.0 out of 5.0Rating 5.0Kasey Walton taught me a lot about the insurance and gave me correct information. He is coming to help me more when I can change plans.
- June 15, 20265.0 out of 5.0Rating 5.0Kasey is knowledgeable and knows what he is selling. He is personable, easy to talk to, and friendly. He explains things as well, so it is easier for me to understand, and that means a lot to me too. Johnny on the spot!
- June 11, 20265.0 out of 5.0Rating 5.0I really liked that Kasey was thorough with us and wrote everything out on paper. I am a visual person, and this helped me understand it better.
- June 10, 20265.0 out of 5.0Rating 5.0Five out of five for Kasey service
- June 10, 20265.0 out of 5.0Rating 5.0Everything was hands off, nice and easy for what Kasey did for me.
- June 9, 20265.0 out of 5.0Rating 5.0Kasey has been awesome! He has explained everything and is willing to meet me on an ongoing basis. I trust him with my needs.
- June 3, 20265.0 out of 5.0Rating 5.0Kasey did a great job explaining things to me and making comparisons. He did a great job.
- June 3, 20265.0 out of 5.0Rating 5.0I look at Kasey as much as a friend as an agent. He looks out for my needs in a way that others would not.
- May 21, 20265.0 out of 5.0Rating 5.0Professional on time answers my questions and very helpful
- April 30, 20265.0 out of 5.0Rating 5.0Kasey is wonderful! He is always there to answer any questions I may have and always replies promptly.
- April 17, 20265.0 out of 5.0Rating 5.0He saved me money and got me coverage from day 1. I am telling my friends about Kasey because he was so helpful for me.
- April 16, 20265.0 out of 5.0Rating 5.0Kasey was patient as he helped get everything straightened out for my situation. I would recommend him.
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