It’s a simple concept. Offer financial and investment advice to tax clients. For World Trend Financial founder Tim Terry, it was a natural progression. Listen to clients and meet their needs.
Tim Terry established Terry Lockridge & Dunn in 1978 in Cedar Rapids, Iowa. It quickly developed into an influential accounting and tax consulting firm. It was obvious—those in need of accounting and tax assistance could also benefit from investment advice. With the creation of the 401(k) and other tax-deferred saving and investment plans, clients were looking for a firm that could help them see the big picture. Someone who could help turn tax savings into investment returns. And so in 1991, Tim Terry established World Trend Financial, a firm to meet the need for timely and accurate investment information.
A network of advisors was established to offer timely access to complete financial information. Equally important, the firm established a platform from which to advise, utilizing the latest in analytical resources. The firm’s advisors are quickly able to provide you with comprehensive advice. The result is a carefully created financial plan to meet your needs. A plan that accounts for the present with an eye on your future.
In 2008, World Trend Financial and Terry Lockridge & Dunn further expanded by opening its doors to a joint Iowa City office building. This new construction 17,000 square foot building uses LEED (Leader Energy Efficiency Design) elements and wide spans of glass to bring in natural lighting.
Today, with offices in Cedar Rapids and Iowa City, World Trend Financial is a registered investment advisory firm. We focus exclusively on investment management and financial planning for individuals and businesses. We stand ready to maximize your wealth and help you achieve financial security. We have never forgotten the best investment is one which gives you peace of mind.
Driven by a single mission: To maximize the wealth of our clients and help them achieve their financial goals.