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Our financial advice team


Caroline Burke, Financial Advisor serving the Marlton, NJ area - Ameriprise Advisors

Caroline Burke

CRPC

Financial Advisor

Laurel Oak Wealth Management Group
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Family Finances
  • Saving for Education
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Business Retirement Plans
  • Investment Management
  • Insurance

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • B.S., Finance & Marketing, The College of New Jersey, Ewing, NJ

Community participation

Interests

- I enjoy spending time with family in Ocean Beach III, NJ

- I enjoy sporting activities such as skiing in Pennsylvania, New York, and Vermont; playing tennis and competing in Spartan races.

- I am passionate about helping animals

- In the past, I have volunteered for Habitat for Humanity in West Virginia and Baltimore.