Established in 1991, World Trend Financial is both a Financial Industry Regulatory Authority (FINRA) independent broker-dealer and registered investment advisory firm. We focus exclusively on investment management and financial planning for individuals and businesses. We have offices in Cedar Rapids and Iowa City, IA.
Our close affiliation with the accounting firm Terry Lockridge & Dunn gives our clients an added advantage. This unique partnership combines the insight of the accounting profession with the foresight of financial planning. It allows us to address all of your financial needs.
World Trend Financial's services include:
-Investment Management
-Individual Retirement Planning
-Retirement Plans
-Estate Planning
-Insurance Analysis
-Education Planning
-Family Office
-Portfolio Analysis
-Consulting
Terry Lockridge & Dunn's services include:
-Preparation of Business and Individual Tax Returns
-Accounting, Bookkeeping & Payroll
-Management and Business Consulting
-Business Valuations
-Business Succession Planning
-Tax Planning and Consulting
-Financial Planning
-Estate Planning
-Litigation Support
Our firm is driven by a single mission: To maximize the wealth of our clients and help them achieve their financial goals.
Specialties
Investment Management, Retirement Planning, Retirement Plans, Estate Planning
