Treloar & Heisel, LLC.

Directions Website Contact the business

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 clients 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.

10/13/2026

Do you know what a healthy dental practice looks like by the numbers?

From overhead and new patients to hygiene reappointments and case acceptance, a few key metrics can tell you a lot about the health of your practice.

Shawn Johnson and Bob Affleck of Dental Coach USA break down what practice owners should be watching and why. Watch the clip here.

10/08/2026

What’s one mistake first-time dental practice owners make?

Trying to do it all on their own.

Shawn Johnson talks with Bob Affleck of Dental Coach USA about why seeking guidance, and being ready to listen from day one, can make a big difference when taking over a practice.
Thinking about practice ownership?

Take a minute to watch.

Are you money-motivated? Maybe you’re thinking specialty dentistry is your path forward.There’s more to the decision tha...
10/06/2026

Are you money-motivated? Maybe you’re thinking specialty dentistry is your path forward.

There’s more to the decision than just comparing a specialist’s salary with a general dentist’s. Additional training can affect your debt, when you begin earning and saving, your insurance needs, and ultimately your lifestyle.

Before you decide, ask yourself these 7 financial questions about what specialization could mean for your future.

Read more: https://treloaronline.com/resources/should-you-specialize-financial-guide-for-dental-students/?utm_source=chatgpt.com

Treloar & Heisel will be in two places today, October 2nd!Join Alex Spiller in Tyler, TX for a periodontal continuing ed...
10/02/2026

Treloar & Heisel will be in two places today, October 2nd!

Join Alex Spiller in Tyler, TX for a periodontal continuing education event from 8:00 AM to 12:00 PM or connect with Logan Frasier at the TAPD Fall Meeting in Austin, TX from 8:00 AM to 5:00 PM.

Whether you're attending the CE program or the TAPD meeting, be sure to stop by and say hello. We look forward to connecting with dental professionals across Texas!

Are you in your last year of dental school or residency? Even though it’s September, you’re probably looking forward to…...
09/30/2026

Are you in your last year of dental school or residency?

Even though it’s September, you’re probably looking forward to…

✔ Finishing clinic requirements.
✔ Walking across that stage.
✔ Finally earning that income you’ve worked so hard for!

Many dental students secure disability income insurance before they begin practicing because it can protect their future income, and waiting could make it more difficult to obtain.

Find out why.

Learn More:
👉 https://treloaronline.com/resources/resident-disability-insurance-pros/?utm_source=chatgpt.com

You worked hard to build your practice, so don't let a cybercriminal hold you hostage!Ransomware attacks can shut down s...
09/29/2026

You worked hard to build your practice, so don't let a cybercriminal hold you hostage!

Ransomware attacks can shut down scheduling, billing, patient communication, and access to critical records in a matter of minutes. The good news? There are practical steps every dental practice can take to reduce its risk.

Learn what ransomware is, and how to help protect your practice.

Read full article here.
https://treloaronline.com/resources/what-is-ransomware/

☕ Rain or shine, we'll see you in Seattle!The Treloar & Heisel team is excited to attend the AAOMS Annual Meeting from S...
09/28/2026

☕ Rain or shine, we'll see you in Seattle!

The Treloar & Heisel team is excited to attend the AAOMS Annual Meeting from September 28 – October 2. If you're attending, make plans to stop by Booth #609 and connect with our team:

✅ Scott Fehrs
✅ Shawn Johnson
✅ Ken Thomalla
✅ Joe Pantoja
✅ Dan Ambroskiewicz
✅ Mason Thomalla

Whether you're a resident, new practice owner, or seasoned surgeon, we'd love to chat about your financial and risk management goals. See you there!

UNMC students, come say hello! 👋Treloar & Heisel is on campus today at the Vendor Fair. Stop by our booth to meet John A...
09/23/2026

UNMC students, come say hello! 👋

Treloar & Heisel is on campus today at the Vendor Fair. Stop by our booth to meet John Adcock and Tucker Schwab, ask questions, pick up resources, and learn more about the financial topics every future dentist should understand.

See you there!

09/22/2026

Dental students, be on the lookout for Mia Hasson! 👀🦷

As one of the newest members of our team, she’ll be making her way to dental schools to meet students, share useful resources, and chat about building a strong financial foundation for the future.

Spot her on campus? Don’t be a stranger! Stop by, say hi, and get to know her. 👋

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

Website

Alerts

Be the first to know and let us send you an email when Treloar & Heisel, LLC. posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Treloar & Heisel, LLC.:

Shortcuts

Share

Category