Real relationships. You decide. World Trend Financial is a registered investment advisory firm. What does that mean for you? It means you have a fiduciary in your corner.
Learn More
As you move through your adult years, different areas take priority along the journey. At World Trend Financial, we tailor our services to what is important for the stage you are currently in, with an eye towards your future. What stage are you in today?
Learn More
Our online community is free to join, and gets you access to a library of presentations, articles and videos. Sign up today!
Join Today
Are there situations, however, where you may want to still take a distribution from your retirement account? Here are some tips for deciding whether you should forgo an RMD or if it might be better to take one.
Did you use 529 funds to pay for tuition or room and board at a college, or qualifying K-12 institution, for the 2020 Winter/Spring semester? Many of these educational facilities will be issuing partial refunds soon due to sending students off campus for online only instruction in March.
We are here for you. We will continue to plan for your well-being, manage your portfolios, and provide you with guidance through these unprecedented times. We understand the uncertainty suddenly imposed on all communities by this coronavirus and we will continue to provide you with the highest level of service during these times.
Information and Resources for Iowa Business Owners to Navigate COVID-19 .
World Trend Financial offers investment advisory services.
Securities offered through Ausdal Financial Partners, Inc., 5187 Utica Ridge Rd, Davenport, IA. 52807 (563) 326‐2064.
Member FINRA/SIPC.
World Trend Financial and Ausdal Financial Partners, Inc. are independently owned and operated.
