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Old Towne Investments

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Helping Inspire Individuals & Families
To Live & Leave A Legacy

A man’s heart plans his way, but the Lord directs his steps.

- Proverbs 16:9

Make all you can, save all you can, give all you can.

- John Wesley

Owe no one anything except to love one another.

- Romans 13:8

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Overview

Old Towne Investments is an independent financial planning firm dedicated to offering our clients the opportunity to achieve long-term financial success and stability.  We offer a variety of quality financial products, professional advice, and superior service.

Our office is an affiliate of our Broker Dealer firm, Silver Oak Securities, Inc., headquartered in Jackson, Tennessee, member FINRA/SIPC.

Located in the heart of Old Towne, Olive Branch, Mississippi, we currently serve clients in ten states.  Providing advice, consultation, and financial planning strategies to individuals, families, businesses, and organizations, our marketing efforts are concentrated in the primary areas of:  Retirement Plans, IRA and 401(k) Rollovers, College Savings Plans, Individual Portfolio Allocation, and individual and multi-generational Trusts.

About Us

  • Overview
  • Our Team
  • Our Mission
  • Our Philosophy
  • Our Goal

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9160 Goodman Road
Olive Branch, Mississippi
38654-1633 United States

  •  Tel: 662-890-1011
  •  eddie@oldtowneinvestments.com
  •  ben@oldtowneinvestments.com

Securities and Investment Advisory Services offered through Silver Oak Securities, Inc.  Member FINRA/SIPC                                                                        Old Towne Investments and Silver Oak Securities, Inc. are not affiliated.

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