About Treloar & Heisel
Financial Services for the Dental and Medical Professional
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- New Castle, PA
- Founded
- 1959
- Company type
- Privately Held
Treloar & Heisel offers dental and medical professionals nationwide a comprehensive suite of financial products and services.
What started as a family enterprise over half a century ago is now a 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.
Specialties
- Disability Income Insurance
- Malpractice Insurance
- Life Insurance
- Long Term Care Insurance
- Financial Services for Dental Professionals
- and Financial Services for Medical Professionals
Company locations
134 East Washington St, New Castle, PA 16101, US
Locations listed on the company profile. These may include offices outside the United States, and not every location is hiring.
Business areas
- Wealth Management
- Finance
- Consulting
- Insurance
- Financial Services
- Medical
On LinkedIn
- Followers
- 1,189
- People linked to this company
- 80
People who list this company on LinkedIn, not a verified employee count. Figures reflect the saved company profile.
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Employer category
Other employer
Estimated from the company profile. This category has not been confirmed by the employer.