World Trend Financial was named runner up in the category of Best Personal Investment Services Firm. While we were runner up in the overall category, we are the number one “Locally Owned” firm. With our local ownership comes the ability to offer a more personalized and varied approaches to Investment Advisory Services.
World Trend also offers fee-based planning. It allows us to remain independent of conflicting interest. When we utilize our fee-based platform, we receive no compensation from any insurance company, mutual fund, or other third party vendor. This allows you to be further assured our decisions are based on investment merit, not compensation. Additionally, if an investment does not perform to our expectations, we are afforded total flexibility to make changes without incurring additional expenses.
We appreciate being chosen as the corridors leading independent “Locally Owned” firm and look forward to expanding our services. We do this with real people, real financial strategies and real results that you can depend on.
Terry Lockridge & Dunn was named runner up in the category of Best Business Consulting Firm. While we have offered these services to existing clients throughout our 30 years in business, we have just begun to take a more proactive approach on identifying potential clients in our community who could benefit from the kind of cost-saving strategies we utilize with our current clients on a daily basis.
We are set apart from other firms by the fact that we choose our consulting projects based on projected return on investment for our clients. We will not recommend moving forward with a project if we cannot provide real value that is three to four times our estimated fees. That is a real promise you can count on.
We appreciate being recognized as a leader in the community and we look forward to helping even more people in the years to come!