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See how we've been working with dental professionals like you for decades.
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Experienced guidance and advice for the big decisions ahead, so you can focus on learning and start your career strong.
Customized risk management solutions to support your professional success.
Plan and execute your transition to retirement with professional, experienced guidance that puts your best interests first.
Experienced guidance and advice for the big decisions ahead, so you can focus on learning and start your career strong.
Plan and execute your transition to retirement with professional, experienced guidance that puts your best interests first.
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.
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"We started out as a family-owned business, and have, over the course of six decades evolved into a big company with a national scope, specializing in financial services for dental and medical professionals… yet we still feel like family, close-knit and warm... That's how we treat our team and our clients…"
Treloar & Heisel, Inc.
134 E. Washington Street
New Castle, PA 16101
Call: 800.345.6040
Fax: 724.654.9029
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