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.