Rick T Holewinski - Private Wealth Advisor, Ameriprise Financial Services, LLC - Green Bay, Wisconsin

Introduction

Rick T. Holewinski, a seasoned Private Wealth Advisor, has been serving the financial needs of individuals and families in Green Bay, Wisconsin, and its surrounding areas for many years. Located at 2740 S Oneida St Ste A, Rick is affiliated with Ameriprise Financial Services, LLC, a renowned financial services company. With a commitment to personalized service and a comprehensive approach to wealth management, Rick and his team strive to help clients achieve their financial goals and secure their long-term financial well-being.

Main Services

• Financial Planning: Rick offers comprehensive financial planning services, tailored to each client's unique needs and objectives. This includes retirement planning, investment management, tax planning, and estate planning.
• Investment Management: Rick and his team provide individualized investment strategies, designed to help clients grow and preserve their wealth. They offer access to a wide range of investment products and services, including stocks, bonds, mutual funds, and alternative investments.
• Retirement Planning: Rick specializes in helping clients prepare for retirement. His services include analyzing clients' retirement needs, developing strategies to optimize retirement income, and managing retirement assets.
• Estate Planning: Rick works with clients to develop effective estate plans that protect their assets and ensure they are distributed according to their wishes. This includes drafting wills, trusts, and other estate planning documents.

Location and Access

Rick's office is situated at 2740 S Oneida St Ste A, Green Bay, WI 54304, United States. The location is conveniently accessible via South Oneida Street, with ample parking available on-site. The building is wheelchair-accessible, with a designated parking spot and entrance for individuals with mobility impairments. The office is also serviced by several public transportation routes, including the Green Bay Metro bus system.

Featured Characteristics

• Wheelchair Accessibility: Rick's office is designed to accommodate clients with disabilities. The building features a wheelchair-accessible entrance, elevator, and restrooms.
• On-Site Services: Rick and his team offer on-site services, allowing clients to meet with them in person to discuss their financial needs and goals.
• Online Appointments: For clients who prefer to meet virtually, Rick offers online appointment options. This allows clients to meet with him from the comfort of their own home or office.
• Appointment Recommended: Rick and his team recommend scheduling appointments in advance to ensure clients receive their undivided attention and to accommodate their busy schedules.

Practical Information

• Address: 2740 S Oneida St Ste A, Green Bay, WI 54304, United States
• Phone: 9204999400
• Website: ameripriseadvisors.com
• Specialties: Financial planner, Investment service

Client Testimonials

Rick's commitment to exceptional service is reflected in the positive reviews he and his team have received from clients. Some of the key aspects highlighted in these reviews include:

• Knowledgeable and Professional: Rick and his staff are praised for their professionalism and expertise in financial planning and investment management.
• Exceptional Service: Clients appreciate the personalized service they receive, with Rick and his team always available to answer questions and address concerns.
• Above and Beyond Expectations: Several clients mentioned that Rick and his team have exceeded their expectations, delivering results that have positively impacted their financial future.

👍 Reviews of Rick T Holewinski - Private Wealth Advisor, Ameriprise Financial Services, LLC

Wendi D.

5/5

The staff is amazing and we could not ask for better service. They are always there to answer our questions and concerns. Highly recommend for you financial needs.

Carrie D.

5/5

Rick Holewinski and his staff have delivered above and beyond my expectations. This professional and knowledgeable financial planning firm has assisted me in my financial future. The financial advice I’ve received over the years has proved to be knowledgeable and accurate, along with a sense of comfort knowing my finances are in very good hands.

Wendi D.

5/5

The staff is amazing and we could not ask for better service. They are always there to answer our questions and concerns. Highly recommend for you financial needs.

Carrie D.

5/5

Rick Holewinski and his staff have delivered above and beyond my expectations. This professional and knowledgeable financial planning firm has assisted me in my financial future. The financial advice I’ve received over the years has proved to be knowledgeable and accurate, along with a sense of comfort knowing my finances are in very good hands.

Wendi D.

5/5

The staff is amazing and we could not ask for better service. They are always there to answer our questions and concerns. Highly recommend for you financial needs.

Carrie D.

5/5

Rick Holewinski and his staff have delivered above and beyond my expectations. This professional and knowledgeable financial planning firm has assisted me in my financial future. The financial advice I’ve received over the years has proved to be knowledgeable and accurate, along with a sense of comfort knowing my finances are in very good hands.

Wendi D.

5/5

The staff is amazing and we could not ask for better service. They are always there to answer our questions and concerns. Highly recommend for you financial needs.

Carrie D.

5/5

Rick Holewinski and his staff have delivered above and beyond my expectations. This professional and knowledgeable financial planning firm has assisted me in my financial future. The financial advice I’ve received over the years has proved to be knowledgeable and accurate, along with a sense of comfort knowing my finances are in very good hands.