Bergh Tatomir & Associates

General information

Bergh Tatomir & Associates aligns with discerning clients to develop unique, customized and dynamic financial plans. A boutique firm with hands-on associates and a talented team, our focus is on developing long-term partnerships. We work to establish a strong personal relationship with all our clients to help them successfully navigate towards their financial milestones. Our firm provides the options, flexibility and knowledge needed to achieve your retirement savings, asset protection, legacy and succession planning goals. The start to designing your financial future is as easy as clicking on www.berghtatomir.com or calling (403) 264-3644.

HollisWealth® is a trade name of Investia Financial Services Inc. and Hollis Insurance Inc. Mutual Funds provided through Investia Financial Services Inc. Insurance products provided by HollisWealth are provided through Hollis Insurance Inc. Bergh Financial Services, Tatomir Financial Services, Lowry Wealth and Estate Planning, and Strickland Financial Group are personal trade names of, Brad Bergh, Darryl Tatomir, Clark Lowry, Julie Shipley-Strickland. Bergh Tatomir & Associates is also a personal trade name of Brad Bergh, Darryl Tatomir, Clark Lowry and, Julie Shipley-Strickland. The particulars contained herein were obtained from sources which we believe are reliable, but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of HollisWealth. This website is not deemed to be used as a solicitation in a jurisdiction where this HollisWealth representative is not registered.