Terry Lockridge & Dunn was established in 1978 in Cedar Rapids, Iowa, and quickly developed into a major accounting, tax and business consulting firm. It became obvious that those in need of accounting and tax assistance could also benefit from investment advice. And so, in 1991, World Trend Financial was founded to meet the growing needs of our clients. This unique partnership gives you an added advantage. We combine the insight of the accounting profession with the foresight of financial planning. This dynamic approach allows us to offer a comprehensive plan that addresses all of your financial needs.
Today, with offices in Cedar Rapids and Iowa City, Iowa, our firms specialize in tax preparation, accounting services, consulting, investment management and financial planning. We build wealth for real people, through real financial strategies, which provide real results.