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

Time is Running Out to Reverse a 2013 Roth Conversion

You can reverse a 2013 Roth conversion if you act by October 15, 2014.

Are Your Mutual Funds as Diversified as You Think?

Even if you are not an investment expert, you probably know that one of the main benefits of owning a mutaul fund is "diversification". And like many financial terms, there is more to "diversification" than first meets the eye.
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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!

View Our Services 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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