You need more than insurance. You need a guide.
As a premier provider of financial services to dental and medical professionals from training to retirement, our goal is to educate, prepare and protect our clients with a comprehensive suite of insurance products, customized to your needs.
Our experienced team can help you, your family and your practice, protect and prepare for what lies ahead.
A Legacy of Industry Innovation
In 1959, Dan Treloar was
Dan saw an opportunity to find a disability income insurance policy that would adequately cover not only this
Relentless in his pursuit of a solution, Dan convinced an insurer in Chicago to develop a contract that would address the specific needs of orthodontists. Word spread, and one by one, specialty dental associations decided to entrust their insurance business with Treloar & Heisel.
More than half a century later, Treloar & Heisel is a premier financial services provider to dental and medical professionals across the country. We assist thousands of clients from training to practice and through retirement with a comprehensive suite of financial services, custom-tailored advice, and a strong service-focused support team.
Meet the experienced professionals dedicated to serving you.