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

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    Proud to represent these fine companies and many more.

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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.  

      Learn More

    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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    Wealth Management Disclosures

             

    "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."

    Katie Rodgers
    Katie Rodgers
    Processing Department Manager
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