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.