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

Little Free Libraries Initiative Announced

Terry Lockridge & Dunn and World Trend Financial announced their initiative to populate the Wellington Heights neighborhood with Little Free Libraries. The firms will provide the resources to launch the project.

World Trend Financial Recognized as One of the Fastest Growing Companies in the Corridor

We were recently notified by the Corridor Business Journal that World Trend Financial will be recognized at an awards breakfast for being one of the fastest growing companies in the Corridor - for the 3rd year in a row!

SHOP Marketplace Delayed and Implication for Health Care Tax Credit

It was recently announced that the Small Business Health Options Program, known as the SHOP Marketplace, will not offer online enrollment until November 2014, a one-year delay from a launch that was initially planned for this past October.
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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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