World Trend Financial
World Trend Financial
World Trend Financial
World Trend Financial
World Trend Financial
 
Recent News

Terry Lockridge & Dunn and World Trend Financial Support Murals and More

Terry Lockridge & Dunn and World Trend Financial are supporting Murals and More 2nd Annual Student Art Walk this summer. We have sponsored a banner that showcases the original artwork of a local student. Look for our banner at the corner of 2nd Stree

The Return of Net Unrealized Appreciation in Company Stock

Given the recent rally in equities, we are beginning to see examples where the benefits of Net Unrealized Appreciation need to be revisited.

Estate Planning - Do it for Your Family!

As seen in Living Well Magazine (Spring 2013 issue) When you hear the term "estate planning", what does it mean to you? I like to think of estate planning as a proactive step you can take to save your loved ones time and money.
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Who We Are World Trend Financial is both an independent brokerage company and a registered investment advisory specializing in investment management and financial planning for individuals and businesses. Contact Us today to schedule an initial consultation. Learn how we can help you achieve your financial goals!
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Our Partnership Our affiliation with the accounting and business consulting firm Terry Lockridge & Dunn gives our clients an added advantage. We combine the insight of the accounting profession with the foresight of financial planning. This comprehensive approach allows us to address all of your financial needs.
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  • World Trend Financial helped set up a 401k for employees. When people ask how we retired so early we tell them we started to work with World Trend Financial on our personal finances early on. We’ve recommended them to so many people.

    -Barbara Truemper-Green, Former owner of Interstate Interior Design
    Cedar Rapids – Client since 1994
  • We trust World Trend Financial with our future. You don’t need to be a millionaire to become a client. They’ll advise you to do what’s financially best for you to secure your retirement.

    -Alex Anton,
    Cedar Rapids – Client since 1987
  • My business was growing and I needed an accountant. They’ve helped with everything from tax advice and planning to business consulting and personal finances. They are great at what they do. I think their individual approach sets them apart. They get to know you and are very responsive.

    -Koleene Herlocker, Sylvan Learning Center
    Cedar Rapids – Client since 1995
  • They helped us transfer the ownership of our business to our nephew and we continue to work with them on personal finances. They are prompt and accurate. They advise us very well. We are very satisfied with their work.

    -Coleè Hospers, Fairfield – Client since 1997
  • As a client of World Trend Financial for several years, we count on them for accurate and intelligent wealth management strategies. World Trend Financial has a team of talented advisors who work together and are an extension or our team.

    -Mike Brogan, President of Erb’s Technology Solutions
    Cedar Rapids
    
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