Treloar & Heisel

At Treloar & Heisel, we take pride in our roots as a premier financial services provider to medical and dental professionals across the country. For 65 years, our team has been dedicated to assisting thousands of dental and medical professionals from school to practice and through retirement with a comprehensive suite of financial services, custom-tailored solutions, and a strong national network focused on delivering the highest level of service.

Our Services

Our expertise lies in providing insurance and financial planning services specifically designed for dental and medical professionals at every stage of their career. Whether you're just starting out, expanding your practice, planning for retirement, or already retired, we're here to support you with a comprehensive range of services. Our experienced team offers a comprehensive suite of insurance and financial planning solutions, including:

• Disability Income Insurance: Protecting your income in the event of an unexpected illness or injury, while ensuring you can maintain a good quality of life.
• Professional Liability Insurance: Offering protection against professional mistakes or errors that could result in financial losses.
• Term Life Insurance: Providing temporary coverage for a specific period, often used to supplement other life insurance policies.
• Permanent Life Insurance: Offering lifelong coverage, often used to ensure that your loved ones are financially protected.
• Home & Auto Insurance: Providing coverage for your personal assets, including your home and vehicle.
• Long Term Care Planning: Assisting with planning for long-term care, ensuring that you're prepared for the unexpected.

Our services also extend to financial planning and wealth management, helping you make informed decisions about your financial resources. We understand the importance of having the right tools and training to excel at your profession, and we strive to provide the same level of expertise in our work.

Our Philosophy

As a trusted partner for dental and medical professionals, we believe in empowering you with the knowledge and guidance you need to make informed decisions about your financial future. We understand that each individual has unique goals, challenges, and aspirations, and we're committed to tailoring our services to meet your specific needs.

Your Partner in Financial Planning

At Treloar & Heisel, we're dedicated to helping professionals like you design a plan for your full life, including protecting the things you value and helping you grow and prosper. With decades of experience in guiding dental and medical professionals, we're confident that our expertise can support you every step of the way. Whether you're just starting out, growing your practice, or planning for retirement, we're here to help you achieve your financial goals.