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.

06/25/2026

National Toothbrush Day is tomorrow… let’s argue a little 🪥😂

Electric vs. manual
Water flosser: worth it or nah
Mouthwash timing… go!

We will be sharing the teams thought over the next few weeks. Watch the team weigh in & then tell us yours in the comments 👇

(We know you have opinions 👀)

Feeling unsure about how to handle your student loans? You’re not alone and the right guidance can make all the differen...
06/23/2026

Feeling unsure about how to handle your student loans? You’re not alone and the right guidance can make all the difference.

There’s still time to join our “Student Loans in 2026: What Dental Borrowers Need to Know” webinar tomorrow, where we’ll break down your options and help you feel more confident about your next steps.

🎓 Don’t leave your financial future to guesswork. Get the clarity you need.

🔗 Registration link in the comments.

06/22/2026

You insure your practice. Your equipment. Your building. You insure your house. Your car. Your valuables.

But the thing that actually generates all of it, your income, might not be protected the way you think.

Some DI policies have gaps dentists don't find out about until they file a claim. Wrong definition of total disability . No partial disability coverage. Premiums that can be repriced after you sign.

We broke down the 5 features that separate a disability income policy from one that just looks like one.

Link in the comments.

You graduated with $300,000+ in loans. How’s the voice inside your head? "Pay it off fast." "No, invest first." "Refinan...
06/17/2026

You graduated with $300,000+ in loans. How’s the voice inside your head?

"Pay it off fast." "No, invest first." "Refinance immediately." "Wait for forgiveness."

These aren't wrong, but these thoughts don't reflect the full picture. The dentists who actually build long-term wealth don't choose between one or the other. They save and have a strategy for debt, starting early.

Register to attend our Student Loans in 2026: What Dental Borrowers Need to Know Webinar on June 24th at 12:00 PM EST!

We will discuss when to refinance, when not to, what the OBBBA means for current borrowers, and how to allocate your income so you're not sacrificing one thing for the other.

Registration link in the comments.

Dental Diversity Month is a reminder that the profession gets stronger when it reflects the patients it serves.More dive...
06/12/2026

Dental Diversity Month is a reminder that the profession gets stronger when it reflects the patients it serves.

More diverse voices in dental school, more inclusive practices, and more dentists who look like their communities.

If you're a dental student or early-career dentist carving your own path in this field, we're in your corner. Keep up the great work!

A hand injury, a cancer diagnosis, or six months where you can work two days a week instead of five due to a disability....
06/11/2026

A hand injury, a cancer diagnosis, or six months where you can work two days a week instead of five due to a disability. This isn't total disability, but it's also not fine.

Most dentists don't know their policy may not cover partial disability, or that only a handful of insurance companies today offer a true own-occupation definition for total disability that helps protects specialists.

We wrote the blog we wish every dentist reads before they buy their first disability insurance policy. (Even if you already did, it’s not too late!)

5 must-haves. Plain language. Link in the comments.

June is Dental Smiles Month – and nobody deserves to celebrate more than the people who make those smiles happen. 🦷You c...
06/10/2026

June is Dental Smiles Month – and nobody deserves to celebrate more than the people who make those smiles happen. 🦷

You chose a career spent protecting something deeply personal. That takes skill, grit, and a whole lot of years in school.

We're here for all of it. From your first malpractice and disability insurance policy to the practice you'll build or work in, Treloar & Heisel has been protecting dental professionals for 65+ years, so you can focus on the work that matters.

Here's to a great June. You've earned the recognition!

06/05/2026

The AAPD Annual Meeting never disappoints!

The T&H team had a great time this year in Las Vegas!

Here's a quick recap of all the fun!

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

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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