Treloar & Heisel Email Formats

Financial Services • New Castle, Pennsylvania, United States • 51-100 Employees

Treloar & Heisel Email Formats

Treloar & Heisel uses 4 email formats. The most common is {first initial}{last name} (e.g., jdoe@treloaronline.com), used 82% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@treloaronline.com	82%
{first name}{last name}	johndoe@treloaronline.com	14%
{first initial}	j@treloaronline.com	2%
{first initial}{first initial}	jj@treloaronline.com	2%

Key Contacts at Treloar & Heisel

Amy Carbone

Marketing Director

Renee Mooney

Policy Owner Services

Lynn Fobes

Policy Owner Services

Marilyn Zeigler

Policy Owner Service

Bianca Trinch

Policy Owner Services

Amy Carbone

Marketing Director

Company overview

Headquarters	134 East Washington St, New Castle, PA 16101, US
Phone number	+17246549029
Website	treloaronline.com
NAICS	52
SIC	641
Keywords	Life Insurance, Disability Income Insurance, Long Term Care Insurance, Malpractice Insurance, Financial Services For Dental Professionals, Financial Services For Medical Professionals
Founded	1959
Employees	51-100
Socials

About Treloar & Heisel

Treloar & Heisel offers dental and medical professionals nationwide a comprehensive suite of financial products and services. What started as a family enterprise over half a century ago is now a financial services provider to dental and medical professionals. Treloar and Heisel is proud to assist thousands of clients from residency into practice and through retirement. Our experienced team delivers custom-tailored advice through an active local presence, while our strong national network ensures that our clients experience the same high level of service they have come to expect from us - no matter where they move within the United States. Investment Advice offered through WCG Wealth Advisors, LLC, a Registered Investment Advisor doing business as Treloar & Heisel Wealth Management. Treloar & Heisel Wealth Management is a separate entity from The Wealth Consulting Group and WCG Wealth Advisors, LLC. Third party posts found on this profile do not reflect the views of WCG Wealth Advisors, LLC or Treloar & Heisel Wealth Management and have not been reviewed by WCG Wealth Advisors as to accuracy or completeness.

Employees by Management Level

Total employees: 51-100

Seniority

Employees

Entry

Manager

Founder/Owner

Employees by Department

Treloar & Heisel has 30 employees across 6 departments.

Departments

Number of employees

Funding Data

Treloar & Heisel has never raised funding before.

Treloar & Heisel Tech Stack

Discover the technologies and tools that power Treloar & Heisel's digital infrastructure, from frameworks to analytics platforms.

Cloudflare Bot Management

Security

HubSpot CMS Hub

CMS

Slick

JavaScript libraries

Marker

Issue trackers

Goober

JavaScript libraries

Google Maps

Maps

Envoy

Reverse proxies

Cloudflare

CDN

Allyant

Accessibility

jQuery

JavaScript libraries

HubSpot Analytics

Analytics

HTTP/3

Miscellaneous

Frequently asked questions

Treloar & Heisel is located in New Castle, Pennsylvania, US.

You can reach Treloar & Heisel at +17246549029.

Treloar & Heisel was founded in 1959, making it 67 years old. The company has established itself as a significant player in its industry over this time.

Treloar & Heisel has approximately 51-100 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Treloar & Heisel

Amy Carbone

Marketing Director

Renee Mooney

Policy Owner Services

Lynn Fobes

Policy Owner Services

Marilyn Zeigler

Policy Owner Service

Bianca Trinch

Policy Owner Services

Amy Carbone