Verified recordFinancial Services

Mason Thomalla

Financial Services Associate at Treloar & Heisel

Based in Chicago, United States

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Seniority

Staff

Department

Finance & Accounting

Location

Chicago

Industry

Financial Services

Company size

79

Contact information

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Email

1 credit

m•••••••@treloaronline.com

Phone

5 credits

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Background

About Mason Thomalla

My role is to protect and grow the financial wellbeing for healthcare professionals. As a Financial Services Associate at Treloar & Heisel, I am here to advocate the importance of insurance planning and/or wealth management services to perspective/current clients. Mission: I enjoy providing independent/fiduciary advice & while providing top notch service for the clients we serve.

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