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

"Businesses of the Week" at Hills Bank

Terry Lockridge & Dunn and World Trend Financial were chosen as Hills Bank's "Businesses of the Week" for the week of January 23-27.

FREE Parking for Client Meetings

We are now able to provide FREE PARKING for clients coming downtown to meet with us! We have set up a process which will allow us to pay for parking by computer for clients coming in for appointments.

Firms Adopt-a-Family for the Holiday Season!

Employees of Terry Lockridge & Dunn and World Trend Financial worked with HACAP to “Adopt-a-Family” again this holiday season. This program assisted over 450 families in need in our area, helping make their holidays a bit brighter.
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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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  • 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
  • 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 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
  • 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
  • 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
    
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