EPIC Expands into New Territory with Acquisition of Treloar & Heisel
Takes EPIC into Insurance & Financial Services for Medical and Dental Professionals EPIC has acquired Treloar & Heisel, located in New Castle, Pennsylvania. The strategic decision expands the offerings of financial planning and insurance services to medical and dental professionals. Treloar & Heisel is a 63-year-old organization specializing in providing life & disability insurance, property & casualty insurance, and financial services to those in the medical and dental industry. These include dental practitioners, specialists, students, and residents. The main focus for the advisors within Treloar & Heisel is to provide education and stability to dental and medical professionals as they begin their careers and …
https://www.epicbrokers.com/insights/epic-acquires-treloar-heisel/