What departments does Treloar & Heisel have?

Treloar & Heisel has employees across 7 departments including Customer Success, Community & Social Services, Finance, Sales, Human Resources.

What is the largest department at Treloar & Heisel?

The largest department at Treloar & Heisel is Finance with 2 employees.

Where are Treloar & Heisel employees located globally?

Treloar & Heisel has employees across 2 continents and 2 countries including United States Of America, Australia.

How has Treloar & Heisel's team size changed over time?

Treloar & Heisel's team has decreased from approximately 66 to 64 employees based on available data.

Treloar & Heisel Employee Directory

Financial ServicesPennsylvania, United States51-200 Employees

Treloar & Heisel provides a range of financial products and services to dental and medical professionals across the United States. The firm traces its roots to a family business established more than fifty years ago and now serves clients from residency through retirement. It is headquartered in New Castle, Pennsylvania.

It delivers personalized guidance through a local presence and leverages a broad national network to ensure consistent service as clients move within the country. In April 2022, EPIC Insurance Brokers and Consultants acquired Treloar & Heisel, integrating its offerings with EPIC to broaden financial planning and insurance services for medical and dental professionals.

Treloar & Heisel Global Highlights

North America
104

United States Of America
104

Oceania
3

Australia
3

Treloar & Heisel's Leadership

C. W.
Managing Director
Mobile Phone
Email
A. M.
Relationship Manager
Mobile Phone
Email
D. L.
Case Manager
Mobile Phone
Email
L. B.
Property & Casulaty Manager
Mobile Phone
Email
Z. S.
Senior Case Manager
Mobile Phone
Email
D. A.
Financial Services Associate
Mobile Phone
Email
R. Q.
Financial Services Associate
Mobile Phone
Email
A. K.
Processing Specialist
Mobile Phone
Email

Treloar & Heisel Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Sales
Support
Community & Social Services
Other

Contact profiles from Treloar & Heisel

Name

Title

Contact Info

Location

Last Update

M. M.
Human Resources Assistant
Mobile Phone
Email
Jun 01, 2026
N. R. M.
Cnc Programmer / Operator
Mobile Phone
Email
Jun 02, 2026
B. M.
Executive
Mobile Phone
Email
Oct 23, 2024
C. C.
Financial Advisor
Mobile Phone
Email
Jul 08, 2024
D. M.
Financial Services Professional
Mobile Phone
Email
Oct 21, 2024
K. F.
Processing Specialist
Mobile Phone
Email
Jul 07, 2024

Frequently Asked Questions

What is Treloar & Heisel known for?

Treloar & Heisel was founded in 1959 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-724-658-****

. Explore Treloar & Heisel's company overview page for more information.

What is Treloar & Heisel's most common email format?

Treloar & Heisel employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Treloar & Heisel email formats with LeadIQ.

How many employees does Treloar & Heisel have currently?

Treloar & Heisel has approximately 80 employees as of July 2026. These team members are located across 2 continents, including North AmericaOceania.

Who are Treloar & Heisel's key employees and leadership?

As of July 2026, Treloar & Heisel's key employees include:

Managing Director: C. W.
Relationship Manager: A. M.
Case Manager: D. L.
Property & Casulaty Manager: L. B.
Senior Case Manager: Z. S.

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Treloar & Heisel Employee Directory

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