Proud to represent these fine companies and many more.
Welcome to Treloar & Heisel
See how we've been working with dental professionals like you for decades.
About Treloar & Heisel
There is good reason why so many dental specialists, and a growing group of dentists and physicians choose Treloar & Heisel for their insurance needs. What started as a small one-man insurance brokerage in 1959 has today become a nationwide financial services firm, respected and recognized by the top associations in the dental and medical industry.
Treloar & Heisel, Treloar & Heisel Wealth Management, and Treloar & Heisel Property and Casualty are all divisions of Treloar & Heisel, Inc. Investment Advice offered through WCG Wealth Advisors, LLC, a Registered Investment Advisor doing business as Treloar & Heisel Wealth Management. Treloar & Heisel Wealth Management is a separate entity from The Wealth Consulting Group and WCG Wealth Advisors, LLC. Insurance products offered separately through Treloar & Heisel and Treloar & Heisel Property and Casualty. Treloar & Heisel, Inc., Treloar & Heisel Wealth Management, and WCG Wealth Advisors, LLC do not offer tax or legal advice.
"Our clients work so hard throughout their education with the goal of having a successful career. To be able to protect our clients from life’s unexpected events is a privilege. Knowing that an injury or illness can set a client’s career back years and cause hardship for their families, makes me so proud to do the work we do."
Processing Department Manager