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

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

Main Services

• Financial Planning: Rick T. Holewinski offers comprehensive financial planning services, tailored to help clients achieve their long-term financial goals.
• Investment Services: His expertise lies in creating customized investment strategies that align with each client's risk tolerance, time horizon, and financial objectives.
• Retirement Planning: He specializes in helping clients prepare for retirement by developing strategies to accumulate wealth and generate income during retirement.
• Estate Planning: Rick provides guidance on estate planning strategies to help clients preserve their wealth and ensure it is distributed according to their wishes.
• Insurance Planning: He assists clients in identifying insurance needs and selecting appropriate coverage to protect their assets and income.
• Tax Planning: Rick works closely with clients to develop tax-efficient strategies that help minimize their tax liability and optimize their financial situation.

Location and Access

Rick T. Holewinski's office is situated at 2740 S Oneida St Ste A, in the heart of Green Bay, Wisconsin. The office is easily accessible from the following areas:

• West Side: Approx. 10 minutes drive via W Mason St and I-43 S
• East Side: Approx. 15 minutes drive via W Mason St and I-43 N
• De Pere: Approx. 20 minutes drive via I-41 N and I-43 N

The office is located in a professional complex with ample parking available. It is also wheelchair-accessible, with a dedicated parking spot, seating, and toilet facilities for individuals with mobility impairments.

Featured Characteristics

• Online Appointments: Rick T. Holewinski offers virtual consultations for clients who prefer the convenience of meeting from their home or office.
• On-Site Services: His office provides a comfortable and professional environment for in-person meetings, with amenities such as a conference room and waiting area.
• Digital Tools and Collaboration: Rick leverages digital tools and technology to enhance client communication, education, and collaboration, including a secure client portal and video conferencing capabilities.

Practical Information

• Address: 2740 S Oneida St Ste A, Green Bay, WI 54304, United States
• Phone: 9204999400
• Website: ameripriseadvisors.com
• Hours of Operation: Monday - Friday, 8:30 AM - 5:00 PM (EST)

Client Reviews and Testimonials

Rick T. Holewinski's office has an average rating of 5/5 stars on Google My Business, with 2 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."

The positive aspects mentioned in the reviews include:

• Staff: Amazing, always available to answer questions and concerns
• Service: Excellent, cannot ask for better
• Professionalism and Knowledge: Highly recommended for financial needs, delivered above expectations, professional, and knowledgeable financial planning firm

👍 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.