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

Rick T. Holewinski - Private Wealth Advisor at Ameriprise Financial Services, LLC

Main Services

• Financial Planning: Rick Holewinski provides comprehensive financial planning services, helping clients manage their wealth, plan for retirement, and achieve their financial goals.
• Investment Services: He offers personalized investment strategies, asset allocation, and portfolio management to help clients grow and protect their wealth.
• Retirement Planning: Rick assists clients in creating retirement income strategies, managing retirement assets, and planning for retirement income distribution.
• Wealth Management: He provides specialized wealth management services for high net worth individuals, including estate planning, trust services, and legacy planning.
• Insurance Services: Rick offers risk management strategies, including life, health, and property & casualty insurance, to help protect clients' assets and loved ones.

Location and Access

Rick T. Holewinski's office is situated in Green Bay, Wisconsin, at the following address:

• 2740 S Oneida St Ste A, Green Bay, WI 54304, United States

The office is easily accessible via South Oneida Street, with nearby access to I-43 and WI-57. Parking is available on-site, with wheelchair-accessible spaces provided. Public transportation is also accessible, with the nearest bus stop located at the intersection of South Oneida Street and Allouez Avenue.

Featured Characteristics

• Experienced Team: Rick T. Holewinski is joined by a team of financial advisors and support staff, ensuring clients receive comprehensive and personalized service.
• Client-Centric Approach: The firm prioritizes understanding each client's unique financial situation, goals, and preferences to create tailored financial strategies.
• Digital Tools and Collaboration: Ameriprise Financial Services, LLC offers digital tools and resources to help clients manage their finances, track their progress, and stay connected with their advisors.
• Educational Resources: The firm provides educational resources, market insights, and financial goal planning tools to empower clients to make informed financial decisions.

Practical Information

• Phone: 9204999400
• Website: ameripriseadvisors.com
• Office Hours: Monday - Friday, 8:00 AM - 5:00 PM (EST)
• Online Appointments: Available for client convenience and flexibility
• On-Site Services: Available for clients who prefer in-person meetings
• Wheelchair Accessibility: The office and facilities are wheelchair-accessible, with dedicated parking, seating, and toilet facilities

Positive Aspects from Client Reviews

• Exceptional Service: Clients appreciate the staff's responsiveness, professionalism, and commitment to addressing their questions and concerns.
• Knowledgeable and Experienced: Rick Holewinski and his team are praised for their expertise and ability to deliver results that exceed client expectations.
• Personalized Financial Planning: The firm's client-centric approach and tailored financial strategies resonate with clients, helping them achieve their financial goals.

👍 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.