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.

09/07/2026

Happy Labor Day!

Today, we celebrate the dedication, skill, and hard work that keep our communities smiling.

Whether you're studying for your next exam, caring for patients, managing a busy practice, or mentoring the next generation of dentists, your commitment makes a difference every day.

At Treloar & Heisel, we're proud to support dental professionals through every stage of their careers. We hope you have the opportunity to take a well-deserved break, recharge, and enjoy time with family and friends.

Happy Labor Day from all of us at Treloar & Heisel!

Colorado ASDA Vendor Fair, we're coming your way! 🎉Be sure to stop by the Treloar & Heisel booth to meet Logan Frasier a...
09/03/2026

Colorado ASDA Vendor Fair, we're coming your way! 🎉

Be sure to stop by the Treloar & Heisel booth to meet Logan Frasier and Tucker Schwab. From disability insurance to financial planning questions, they're here to help you prepare for what's ahead in your dental career.

Will we see you there? Drop a 🙌 in the comments if you're attending!

We're excited to be at the MASOMS Fall Session! 🍂If you're attending, be sure to connect with John Mitsos, Joe Pantoja, ...
08/31/2026

We're excited to be at the MASOMS Fall Session! 🍂

If you're attending, be sure to connect with John Mitsos, Joe Pantoja, and Dan Ambroskiewicz to discuss the financial and risk management challenges oral and maxillofacial surgeons face, from practice growth strategies to income protection planning. We look forward to seeing you there!

08/24/2026

Can you market your dental practice without running afoul of HIPAA?

Absolutely, but you need to know where the lines are: social media, reviews, patient photos, your website. Even common marketing tools can raise privacy concerns.

Learn what to watch for. Link in the comments.

08/19/2026

Want more patients to find your dental practice online?

You don’t need to be everywhere. You need to be in the right places, doing the right things consistently.

See what matters most. Link in the comments.

🖐️ Happy to the dentists, specialists, hygienists, assistants, and students who do things a little differently!Being l...
08/13/2026

🖐️ Happy to the dentists, specialists, hygienists, assistants, and students who do things a little differently!

Being left-handed in a predominantly right-handed world can come with a few extra challenges, especially in the operatory. Yet left-handed dental professionals continue to adapt, innovate, and provide outstanding care to their patients every day.

Today we're celebrating all the lefties helping create healthier smiles. 🦷

💬 Are you left-handed? Tell us your specialty and how you've adapted your workspace!

08/12/2026

You trained to be a great dentist. But did you train for financial success?

Clinical skill matters —but it’s only part of the equation. See what else can make the difference.

Link in the comments.

08/05/2026

Is 30 too late for dental school?

Short answer: No.

The better question is whether you're prepared for the financial commitment, lifestyle changes, and long-term opportunity that come with becoming a dentist.

If you've been putting off your dream because of your age, this article is for you.

Read the full blog at the link in our bio.

07/31/2026

🎓 Wondering when it's time to get help with your student loans?

The answer might be sooner than you think. Whether you're still in school, approaching graduation, or already making payments, understanding your options can help you make more confident financial decisions.

Watch as we answer: 💬 "When should someone consider getting help with their student loans, and when is the right time to do so?"

07/28/2026

Why do so many high-earning dentists still not feel wealthy?

It's probably not the reason you're thinking.

Many dentists start their careers with structural financial challenges that quietly work against building long-term wealth. The good news? Once you understand what’s working against you, you can start making different decisions.

Read the full article at the link in the comments.

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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