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BBB Accredited Business since 09/10/2012
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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.
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A BBB Accredited Business since 09/10/2012
BBB has determined that World Trend Financial meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses pay a fee for accreditation review/monitoring and for support of BBB services to the public.
BBB accreditation does not mean that the business' products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business' product quality or competency in performing services.
Reason for Rating
BBB rating is based on 13 factors. Get the details about the factors considered.
Factors that raised World Trend Financial's rating include:
- Length of time business has been operating.
- No complaints filed with BBB.
Customer Complaints Summary
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|Advertising / Sales Issues||0|
|Billing / Collection Issues||0|
|Problems with Product / Service||0|
|Guarantee / Warranty Issues||0|
|Total Closed Complaints||0|
Customer Reviews Summary Read customer reviews
0 Customer Reviews Customer Reviews on World Trend Financial
|Customer Experience||Total Customer Reviews|
|Total Customer Reviews||0 Customer Reviews|
Type of Entity
Incorporated: February 1991, IA
Business ManagementPrincipal: Tory Meiborg (Partner)
Contact InformationPatty Davidson (Partner) Tim Terry (Partner)
Financial Services, College Savings Plans, Estate Planning & Management, Insurance Services, Retirement Planning Service, Investment Advisory Service, Financial Planning Consultants
Products & Services
We offer investment management, individual retirement planning, business retirment plans, estate planning, college savings, TIAA-CREF analysis, insurance analysis and finanical planning and consulting services.
Hours of OperationMon: 08:00 AM to 05:00 PMTue: 08:00 AM to 05:00 PMWed: 08:00 AM to 05:00 PMThu: 08:00 AM to 05:00 PMFri: 08:00 AM to 05:00 PM
We have offices in Cedar Rapids and Iowa City, IA; however we are licensed to provide services in many states througout the US.