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Our financial advice team


Robert Andreacchio, Private Wealth Advisor serving the Marlton, NJ area - Ameriprise Advisors

Robert Andreacchio

CFP®

Private Wealth Advisor

Managing Partner of
Laurel Oak Wealth Management Group
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Saving for Education
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Small Business
  • Charitable Giving

Interests

  • I enjoy spending time with my wife and two children.
  • In my free time I like to golf, swim and vacation.
  • I truly enjoy helping others.

Awards & recognition

  • Five Star Wealth Manager, 2012 - 2017
  • Ameriprise Circle of Success, 2004-2020
  • Ameriprise Diamond Ring Club, 2012

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • ChFC® Chartered Financial Consultant®

Professional associations

  • Certified Financial Planner
  • Financial Planning Association

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

I work with the Eagles youth partnership program,help with school projects in Marlton and support a number of charities.

My team participates in the annual day of service by working at our local food bank.