World Trend Financial
| Date | Investors | Amount | Round |
|---|---|---|---|
* | N/A | Acquisition | |
| Total Funding | 000k | ||
Established in 1991, World Trend Financial is an 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.
World Trend Financial offers investment advisory services.
Securities are 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.
Our close affiliation with the accounting firm Terry Lockridge & Dunn gives our clients an added advantage. This 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
Our firm is driven by a single mission: To maximize the wealth of our clients and help them achieve their financial goals.