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

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

Located at the heart of Green Bay, Wisconsin, Rick T Holewinski's office is situated at 2740 S Oneida St Ste A, Green Bay, WI 54304, United States, making it easily accessible for clients from the surrounding areas. With a phone number of 9204999400, clients can reach out to Rick and his team to discuss their financial needs.

Main Services

• Financial Planning: Rick Holewinski and his team provide comprehensive financial planning services to help clients achieve their financial goals. From creating a personalized financial plan to implementing investment strategies, Rick's team is dedicated to providing expert guidance.
• Investment Services: With a wide range of investment options available, Rick's team can help clients create a diversified investment portfolio that aligns with their risk tolerance and financial goals. From stocks and bonds to mutual funds and exchange-traded funds (ETFs), Rick's team has the expertise to help clients make informed investment decisions.
• Retirement Planning: Rick's team can help clients create a customized retirement plan that takes into account their income needs, expenses, and financial goals. From developing a sustainable income stream to creating a legacy plan, Rick's team is dedicated to helping clients achieve a secure and fulfilling retirement.
• Education Planning: Rick's team can help clients create a comprehensive education plan that takes into account their children's academic goals, financial needs, and long-term financial objectives. From saving for college to planning for K-12 education expenses, Rick's team is dedicated to providing expert guidance.
• Estate Planning: Rick's team can help clients create a customized estate plan that takes into account their assets, debts, and financial goals. From wills and trusts to powers of attorney and advance directives, Rick's team is dedicated to providing expert guidance on estate planning matters.

Location and Access

Rick's office is conveniently located at 2740 S Oneida St Ste A, Green Bay, WI 54304, United States, making it easily accessible by car or public transportation. The office is wheelchair-accessible, with features such as:

* Wheelchair-accessible car park
* Wheelchair-accessible seating
* Wheelchair-accessible toilet
* Online appointments available

Featured Characteristics

* Rick Holewinski and his team have extensive experience in providing financial planning and investment services to individuals and families.
* The team is dedicated to providing personalized service, taking the time to understand each client's unique financial needs and goals.
* Rick's team has access to a wide range of investment products and services, including stocks, bonds, mutual funds, ETFs, and more.
* The office is equipped with state-of-the-art technology, including digital tools and collaboration software to facilitate communication and planning.
* Rick's team is committed to providing ongoing support and education to clients, helping them stay informed and up-to-date on market and economic trends.

Practical Information

* Phone: 9204999400
* Website: ameripriseadvisors.com
* Address: 2740 S Oneida St Ste A, Green Bay, WI 54304, United States
* Hours of Operation: Not specified
* Appointments Recommended: Yes

Opinions

Rick Holewinski and his team have received overwhelmingly positive reviews from clients. One client praised the team's exceptional service, saying "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." Another client raved about Rick's expertise, stating "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."

Average Opinion: 5/5

👍 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.