Skip to content

Corporate Q&A: Treloar & Heisel, Inc.

TreloarHeiselLogoTreloar & Heisel, Inc., is a longtime partner of the AAE and supporter of the endodontic specialty. As one of the AAE’sendorsed vendors, Treloar & Heisel provides members with specialized financial services and advice to guide them through every stage of their careers and into retirement. The Communiqué spoke with Ms. Amy Carbone, marketing director, to learn more about the company and its commitment to endodontists.

What are the services that Treloar & Heisel provides?

Treloar & Heisel is the premier financial services provider to dental and medical professionals across the country. We assist thousands of clients from residency to practice and through retirement with a comprehensive suite of financial services, custom-tailored advice and a strong national network focused on delivering the highest level of service.

How do AAE members benefit from Treloar & Heisel’s offerings?

AAE members benefit from Treloar & Heisel’s holistic approach to the endodontist’s complete financial picture – from risk management to wealth management and business planning needs. We have over half a century of experience working in this very specialized market, and we have a firm understanding of how AAE members’ needs change as they transition from training to practice, and eventually plan for retirement.

AAE members can also take advantage of discounted rates on insurance products.

What is unique about the way Treloar & Heisel supports endodontists?

Endodontists benefit from working with our advisors who, for the past 50 years, have developed expertise in the financial needs of dental specialists. We also support endodontists by attending the annual session and other meetings, and by sponsoring events. We visit residency programs every year to educate the graduating classes on the path to financial success.


For more information about Treloar & Heisel, Inc., visit