Providing insurance & wealth management solutions for dental and medical professionals nationwide.

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Welcome to Treloar & Heisel

See how we've been working with dental professionals like you for decades.
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Here to help, from training to practice and through retirement.

In Training

In Practice

Near Retirement

A Trusted Partner for Your Journey

Experienced guidance and advice for the big decisions ahead, so you can focus on learning and start your career strong.

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Practice with the Confidence of Being Prepared

Customized risk management solutions to support your professional success.

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Strategies for Smooth Transitions

Plan and execute your transition to retirement with professional, experienced guidance that puts your best interests first.  

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Here to help, from training to practice and through retirement.

In Training

Experienced guidance and advice for the big decisions ahead, so you can focus on learning and start your career strong.

  Learn More

In Practice

Customized risk management solutions to support your professional success.

  Learn More

Near Retirement

Plan and execute your transition to retirement with professional, experienced guidance that puts your best interests first.  

  Learn More

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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.

Read The Whole Story

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…"

Ken Thomalla
Ken Thomalla
Chief Operating Officer

Who We Help

About Us

What We Do

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Treloar & Heisel, Inc.
134 E. Washington Street
New Castle, PA 16101

Call: 800.345.6040
Fax: 724.654.9029
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Copyright © 2014-2020 Treloar & Heisel and Treloar & Heisel Property and Casualty are divisions of Treloar & Heisel, Inc. Insurance products are offered through Treloar & Heisel and Treloar & Heisel Property and Casualty. Treloar & Heisel, Inc. and its divisions do not offer tax or legal advice.
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