Company Information

Get to know Treloar & Heisel

Founded in 1959, Treloar & Heisel (an EPIC company) has built a long-standing reputation for providing comprehensive and specialized financial solutions to dentists, physicians, and veterinarians. The company began by offering insurance products to dental students and has since expanded to a full-service firm. Their mission is to help medical and dental professionals protect their income and families, build wealth, and manage their practices through a suite of services that includes disability and life insurance, wealth management, financial planning, and practice transition services.

Industry

Financial Financial AdvisementPRIMARY
Financial Insurance
Financial Other Service

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Treloar & Heisel

United States

Founded in

1959 (67 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Regulated

Recommended

(77 reviews)

Cyprus

2009

(17 years)

Security Information :

CySEC

FSCA

DFSA

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.