Terry Lockridge & Dunn provides tax, accounting and consulting services. We maximize the wealth of our business and individual clients through sound advice and access to timely and accurate information. Our unique partnership with the wealth management firm World Trend Financial provides our clients with a one-stop shop for their financial, operational and management needs. Our individual services include: • Tax Return Preparation • Tax Planning and Consulting • Financial Planning • Estate Planning • Litigation Support • 1031 Tenant In Common (TIC) Exchange Our professionals are committed to providing the highest quality of service and are driven by a single mission: “To maximize the wealth of our clients through sound advice and access to timely and accurate information.” Contact Us today to schedule an initial consultation. Learn how we can help you achieve your financial goals!
View Top Employees from Terry Lockridge & DunnWebsite | http://www.tld-inc.com |
Revenue | $4 million |
Employees | 19 (16 on RocketReach) |
Founded | 1978 |
Address | 221 Third Avenue SE Suite 215, Cedar Rapids, Iowa 52401, US |
Phone | (319) 339-4884 |
Fax | (319) 358-9113 |
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Industry | Accounting, Accounting & Accounting Services, Business Services |
Web Rank | 8 Million |
Competitors | Blair & Associates, Inc., Bookkeeping & Business Service, MLV & Co, SmartPlan Investing, Wymer Brownlee Wealth Strategies |
SIC | SIC Code 87 Companies, SIC Code 872 Companies |
NAICS | NAICS Code 54 Companies, NAICS Code 541 Companies, NAICS Code 5412 Companies, NAICS Code 54121 Companies |
Looking for a particular Terry Lockridge & Dunn employee's phone or email?
The Terry Lockridge & Dunn annual revenue was $4 million in 2023.
Mike Mesch is the Partner of Terry Lockridge & Dunn.
16 people are employed at Terry Lockridge & Dunn.
Terry Lockridge & Dunn is based in Cedar Rapids, Iowa.
The NAICS codes for Terry Lockridge & Dunn are [54, 541, 5412, 54121].
The SIC codes for Terry Lockridge & Dunn are [87, 872].