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

How Working in Retirement May Affect Your Social Security Benefits

Many people continue to work beyond retirement age, either by choice or out of necessity. If you are receiving Social Security benefits, you need to be aware of how working can affect your benefit payments.

Plan Ahead to Maximize Business Value

Have you ever wondered what your business is worth or how you could add value?

How to Have your Loan Request Given Proper Consideration (Lessons Learned Along the Way)

Bankers have 100’s of financing requests they are dealing with all of the time. Chances are also pretty good that the first point of contact with the bank is not the decision maker.
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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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  • 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
  • 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 small business owner, our decision to switch to World Trend Financial for our investment needs was one of the best moves we made. They not only appreciate and value our business, but also work hard to understand our company. My only regret is that we did not make the switch sooner!

    -Maureen Osako, Owner of Informatics, Inc
    Cedar Rapids
  • 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
  • We came to have our taxes and personal finances evaluated. They helped us with that and to make plans for the future. I think we’ve followed their advice to the letter. They’ve been a terrific help. For sound, good advice, they are the place to go.

    -Gerald Moser,
    Toddville – Client since 1982
    
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