What departments does Treloar & Heisel have?

Treloar & Heisel has employees across 12 departments including Legal, Operations, Business Development, Marketing, Information Technology.

What is the largest department at Treloar & Heisel?

The largest department at Treloar & Heisel is Finance with 10 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
106

United States Of America
106

Oceania
2

Australia
2

Treloar & Heisel's Leadership

P. M. F.
Vice President Of Operations
Mobile Phone
Email
R. M.
Policy Owner Services
Mobile Phone
Email
L. F.
Policy Owner Services
Mobile Phone
Email
M. Z.
Policy Owner Service
Mobile Phone
Email
A. R.
Regional Vice President
Mobile Phone
Email
S. J.
Vice President, Business Development
Mobile Phone
Email
J. P.
Senior Regional Vice President
Mobile Phone
Email
M. S.
Regional Vice President
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

R. D.
Case Manager
Mobile Phone
Email
United StatesPennsylvania
Nov 12, 2025
B. L.
Senior Coverage Specialist
Mobile Phone
Email
United StatesPennsylvania
May 04, 2026
A. P.
Financial Services Associate
Mobile Phone
Email
United StatesPennsylvania
Oct 26, 2025
C. T.
Financial Services Advisor
Mobile Phone
Email
United StatesPennsylvania
May 31, 2026
D. A.
Financial Services Associate
Mobile Phone
Email
May 04, 2026
R. Q.
Financial Services Associate
Mobile Phone
Email
Jan 27, 2026
G. O.
Financial Services Associate
Mobile Phone
Email
United StatesArizona
Mar 24, 2026
A. K.
Processing Specialist
Mobile Phone
Email
Oct 18, 2025
A. B. R.
Sales Support
Mobile Phone
Email
United StatesPennsylvania
Jun 01, 2026
D. P.
Financial Services Associate
Mobile Phone
Email
United StatesNew Jersey
Apr 14, 2026

Frequently Asked Questions

What is Treloar & Heisel known for?

Treloar & Heisel was founded in 1959 operates in the Financial Services industry. The company's main headquarters is located in 134 East Washington Street New Castle, Pennsylvania 16101 United States; 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 79 employees as of June 2026. These team members are located across 2 continents, including North AmericaOceania.

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

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

Vice President Of Operations: P. M. F.
Policy Owner Services: R. M.
Policy Owner Services: L. F.
Policy Owner Service: M. Z.
Regional Vice President: A. R.

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Treloar & Heisel Employee Directory

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