Terry Lockridge & Dunn Inc - Cedar Rapids location
221 Third Ave SE
Suite 215
Cedar Rapids, IA 52401 Map
Phone: (319) 364-2945

Terry Lockridge & Dunn Inc - Iowa City location
2225 Mormon Trek Blvd # 200
Iowa City, IA 52246-4407 Map
Phone: (319) 339-4884

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Real People. Real Financial Strategies. Real Results.

Serving the area for 40 years and counting!

Established in 1978 by Tim Terry, Terry Lockridge & Dunn is an accounting and financial advisory firm, specializing in income tax preparation/planning, accounting services and consulting to individuals and businesses. The firm has offices in Cedar Rapids and Iowa City, IA. 

Recognizing a growing need for financial planning and investment advice, Terry Lockridge & Dunn established World Trend Financial in 1991. World Trend Financial is both a Financial Industry Regulatory Authority (FINRA) independent broker-dealer and registered investment advisory firm. They focus exclusively on investment management and financial planning for individuals and businesses. Both firms have the advantage of combining the insight of the accounting profession with the foresight of financial planning. 

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

World Trend Financial's services include:

  • Investment Management
  • Individual Retirement Planning
  • Retirement Plans
  • Estate Planning
  • Insurance Analysis
  • Education Planning
  • Family Office
  • Portfolio Analysis
  • Consulting

Contact us today to learn how we can help you achieve your financial goals.

"As a small business owner, our decision to switch for our accounting needs was one of the best moves we made. They not only appreciate and value our business, but also work hard to understand our company. My only regret is that we did not make the switch sooner!"