About Laurel Oak Wealth Management

Laurel Oak Wealth Management Group is a private wealth advisory practice of Ameriprise Financial Services, LLC. The team works with clients in the Marlton, NJ area to help them focus on their financial future through unpredictable markets and life's unexpected twists. Reviews from clients highlight an advisor described as very knowledgeable, friendly, and patient. The advisor always answers all questions. Multiple reviewers state they would recommend this advisor 100%.

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Reviews for Laurel Oak Wealth Management

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Jun 2026
We are thrilled with Chris and the Laurel Oak team. The team listens and offers suggestions to enhance and safeguard our portfolio. Highly recommend the Laurel Oak Wealth Management Team.
Jun 2026
I have been w/ Ameriprise for about 5 years. Caroline Burke became my advisor about 2.5 years ago or so. She is very knowledgable, friendly and patient. She always answers all my questions. I would recommend her 100%.
Update: Caroline left so I left with her.
May 2023
I have been w/ Ameriprise for about 5 years. Caroline Burke became my advisor about 2.5 years ago or so. She is very knowledgable, friendly and patient. She always answers all my questions. I would recommend her 100%.

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Hours

Monday: 8:30AM - 4:30PM
Tuesday: 8:30AM - 4:30PM
Wednesday: 8:30AM - 4:30PM
Thursday: 8:30AM - 4:30PM
Friday: 8AM - 4PM
Saturday: ClosedSunday: Closed

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Location

Five Greentree Centre, 525 NJ-73 Ste 200, Marlton

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