Casey Walker Investment Services

Casey Walker Investment Services We are a full-service financial firm committed to helping people and businesses pursue their financial goals through a wide range of products and services.

Casey B. Walker graduated from the University of Utah with a Bachelors of Science in Finance and Risk Management and has extensive personal and professional experience as a Registered Representative maintaining a General Securities Series 7 registrations, Series 6, Series 63, Life, Health and Disability insurance licenses in California, Colorado, Nevada, Oregon and Utah. Our firm also works closely with colleagues who maintain specific industry designations to provide local advanced and complex case support. Some of the designations maintained by those who make up our local Cetera Advisor Networks LLC Regional Office include the: CFP (Certified Financial Planner) designation, CLU (Chartered Life Underwriter)designation and ChFC (Chartered Financial Consultant) designation. Casey Walker Investment Services is able to access these individuals by appointment for case support and design for residents of Tooele County while Mr. Walker continues his progression toward additional licenses and certifications. We are dedicated to developing long term relationships with all of our clients. We believe in helping you figure out your financial goals so we can work together to help you reach them.

How will your investments weather the ups and downs of the business cycle?
10/16/2023

How will your investments weather the ups and downs of the business cycle?

How will you weather the ups and downs of the business cycle?

Your home mortgage interest may be deductible. Do you itemize your deductions?
10/13/2023

Your home mortgage interest may be deductible. Do you itemize your deductions?

Use this calculator to assess the potential benefits of a home mortgage deduction.

Agent Jane Bond wants you to know about how can be to generate .
10/11/2023

Agent Jane Bond wants you to know about how can be to generate .

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Have you considered how long-term-care costs could affect your retirement budget? Find out more.
10/09/2023

Have you considered how long-term-care costs could affect your retirement budget? Find out more.

Determine your potential long-term care needs and how long your current assets might last.

Stocks faced headwinds in Q3 as bond yields rose, impacting investor sentiment. With inflation data and interest rates i...
10/06/2023

Stocks faced headwinds in Q3 as bond yields rose, impacting investor sentiment. With inflation data and interest rates in focus, market watchers anticipate a potential rate hike.

Stocks lost a portion of their first-half gains in the third quarter as a continued tight monetary bias from the Federal Reserve sent bond yields higher, unsettling stock investors throughout August and September.

Business owners should consider a succession plan sooner rather than later.
10/06/2023

Business owners should consider a succession plan sooner rather than later.

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

You can help ensure that losing your wallet doesn't turn into something bigger.
10/04/2023

You can help ensure that losing your wallet doesn't turn into something bigger.

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Over age 50? You may be able to catch-up on retirement.
10/02/2023

Over age 50? You may be able to catch-up on retirement.

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

How many ways can you pay for college? Loans, grants, savings and investments, to name a few.
09/29/2023

How many ways can you pay for college? Loans, grants, savings and investments, to name a few.

This calculator can help you estimate how much you should be saving for college.

Net unrealized appreciation (NUA) is a pretty simple concept, but the ex*****on can be difficult to understand. Check ou...
09/27/2023

Net unrealized appreciation (NUA) is a pretty simple concept, but the ex*****on can be difficult to understand. Check out the article to learn more.

Have you considered the special tax treatment on company stock held in a 401(k) plan?

Bi-weekly mortgage payment can potentially accelerate your mortgage payoff. Sound interesting?
09/25/2023

Bi-weekly mortgage payment can potentially accelerate your mortgage payoff. Sound interesting?

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

How long will your retirement money last with regular withdrawals? Have you run the numbers?
09/22/2023

How long will your retirement money last with regular withdrawals? Have you run the numbers?

This calculator may help you estimate how long funds may last given regular withdrawals.

Address

154 S Main Street, Ste 107
Tooele, UT
84074

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 3pm
Sunday 12am - 11pm

Telephone

+14358491138

Website

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