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 T. Holewinski provides comprehensive financial planning services, helping clients manage their wealth effectively. This includes retirement planning, investment strategies, and estate planning.
• Investment Services: He offers tailored investment strategies to help clients grow their wealth. This includes managing investment portfolios, providing investment recommendations, and monitoring investment performance.
• Retirement Planning: Rick focuses on helping clients plan for a comfortable retirement. This involves creating retirement income strategies and managing retirement plans such as 401(k)s and IRAs.
• Estate Planning: He assists clients in organizing their estate, minimizing taxes, and ensuring their assets are distributed according to their wishes. This includes creating wills, trusts, and other estate planning documents.
• Insurance Services: Rick helps clients protect their wealth and loved ones with appropriate insurance coverage. This includes life insurance, disability income insurance, and long-term care insurance.

Location and Access

Rick T. Holewinski's office is conveniently located at 2740 S Oneida St Ste A, Green Bay, WI 54304, United States, in the heart of Green Bay's South Main neighborhood. The area offers a mix of retail stores, restaurants, and other professional services.

Transportation: The office is easily accessible by car via US-41 and WI-172. It's also near several public transportation stops, served by Green Bay Metro bus lines. There's ample parking available on-site, including spaces for persons with disabilities.

Featured Characteristics

• Accessibility: Rick's office is wheelchair-accessible, with a dedicated parking space, wheelchair-accessible seating, and a wheelchair-accessible toilet.
• Technology-friendly: He offers online appointments and digital tools for collaboration, making it easy for clients to connect and manage their finances remotely.
• Personalized Approach: Rick takes the time to understand each client's unique financial goals and circumstances, providing personalized advice and strategies.
• Experienced Team: Rick is supported by a team of financial professionals, ensuring clients receive expert advice and comprehensive financial solutions.

Practical Information

• Phone: You can reach Rick T. Holewinski and his team at 920-499-9400.
• Website: Learn more about Rick's services and team on his Ameriprise website.
• Business Hours: The office is typically open Monday through Friday, 8:30 AM to 5 PM. However, Rick offers flexible scheduling, including evening and weekend appointments by request.
• Appointments: While walk-ins are welcome, appointments are recommended to ensure Rick can provide his full attention to your financial needs.

Client Testimonials

Rick T. Holewinski's commitment to exceptional service is evident in his client reviews:

"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 your financial needs."

"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."

Positive aspects mentioned include the staff's amazing service, professionalism, knowledge, and commitment to assisting clients with 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.