Treloar & Heisel, LLC.

Treloar & Heisel, LLC. Treloar & Heisel offers insurance and financial services to dental and medical professionals nationw

What started as a family enterprise over half a century ago is now the premier financial services provider to dental and medical professionals. Treloar and Heisel is proud to assist thousands of clients from residency into practice and through retirement. . Our experienced team delivers custom-tailored advice through an active local presence, while our strong national network ensures that our cli

ents experience the same high level of service they have come to expect from us - no matter where they move within the United States. 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. Third party posts found on this profile do not reflect the views of WCG Wealth Advisors, LLC or Treloar & Heisel Wealth Management and have not been reviewed by WCG Wealth Advisors as to accuracy or completeness.

06/02/2026

Today is National I Love My Dentist Day – and yes, that includes you. 🩺❤️

Dentists spend careers making people less afraid of the chair, catching problems nobody else would find, and genuinely changing how people feel about their health. That deserves more than one day a year.

If nobody's said it lately: the work you do matters a lot. Drop a 🦷 in the comments if you're in the dental field. We see you!

I’m excited to share that I’ll be speaking at the 2026 National Society of Certified Healthcare Business Consultants Ann...
06/01/2026

I’m excited to share that I’ll be speaking at the 2026 National Society of Certified Healthcare Business Consultants Annual Conference, happening June 3–5, 2026 in Cleveland, OH!

This conference brings together people who truly understand the business side of healthcare and the work it takes to support practices, providers, and organizations.

Thinking about joining us? There’s still time to grab your spot!

Register here: https://wa.nschbc.org/event-6579151

The average dentist earned just under $208,000 last year.Dentists with strong practice management skills? $400,000 or mo...
05/29/2026

The average dentist earned just under $208,000 last year.

Dentists with strong practice management skills? $400,000 or more.

Same license. Same credential. Sometimes the same dental school class.

The gap isn't clinical skill; it's business acumen, and most dental schools don't teach it.

Full breakdown at the link in the comments.

Your office insurance renewal has arrived and perhaps your premium is higher than last year.So, you'll shop around. Most...
05/27/2026

Your office insurance renewal has arrived and perhaps your premium is higher than last year.

So, you'll shop around. Most dentists do, and that instinct is right.

But shopping smart is different from just shopping.

There's a guide at the link in comments that walks you through what to actually look for when comparing practice insurance. Read it before you sign anything.

Will we see you in Vegas?Scott Fehrs, Ken Thomalla, Mark Spring, Grant Osborne, Michael Peters, and Nick Miozzi from Tre...
05/22/2026

Will we see you in Vegas?

Scott Fehrs, Ken Thomalla, Mark Spring, Grant Osborne, Michael Peters, and Nick Miozzi from Treloar & Heisel will be at AAPD 2026, May 21–24 at Caesar's Forum Convention Center.

If you're attending the AAPD annual meeting, stop by and say hello. We'd love to connect, catch up, and talk through anything on your mind.

📍 Caesar's Forum Convention Center – Las Vegas, NV
📅 May 21–24, 2026

Where a dentist chooses to practice can shape income, lifestyle, and career satisfaction for decades.Rural practices oft...
05/19/2026

Where a dentist chooses to practice can shape income, lifestyle, and career satisfaction for decades.

Rural practices often mean strong demand and lower overhead. Urban practices offer larger populations and specialty opportunities.

Both paths work. The real question is alignment with your goals.

Our latest article explores how dentists think through this decision.

Read more in the comments.

T&H is in Palm Beach! 🌴Scott Fehrs is at the SSOMS 76th Annual Meeting, May 13–17 at The Breakers in Palm Beach, FL.If y...
05/14/2026

T&H is in Palm Beach! 🌴

Scott Fehrs is at the SSOMS 76th Annual Meeting, May 13–17 at The Breakers in Palm Beach, FL.

If you're attending, stop by and say hello. We'd love to connect, catch up, and talk through anything on your mind.

📍 The Breakers – Palm Beach, FL 📅 May 13–17, 2026

Here's what most people get wrong about root canals.The root canal doesn't cause the pain; the infection does.By the tim...
05/13/2026

Here's what most people get wrong about root canals.

The root canal doesn't cause the pain; the infection does.

By the time you need one, your tooth is already hurting. The procedure is what ends it.

Today we remember that the treatment with the worst reputation in dentistry is actually the one that brings relief.

Before you ever sit in the chair, someone already verified your insurance, found your appointment slot, and made sure yo...
05/12/2026

Before you ever sit in the chair, someone already verified your insurance, found your appointment slot, and made sure your chart was ready.

That's your dental receptionist.

Today is National Receptionist Day – for the dental team members who keep the whole practice running, one phone call, confirmation, and patient smile at a time.

Address

134 E Washington Street
New Castle, PA
16101

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 5pm
Sunday 9am - 5pm

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