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

IAble - A New Way to Save for Individuals with Disabilities is Here!

For the first time in our history, individuals with a disability, and families of disabled individuals, have the opportunity to open a tax free savings account called IAble.

Brad Haverback Becomes a Partner

We are pleased to announce that Brad Haverback, CFP®, Vice-President for World Trend, has become a partner in the firm!
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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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World Trend Financial - Who we are
World Trend Financial - Our Team
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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