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

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

Rick T Holewinski, a seasoned financial professional, serves as a Private Wealth Advisor at Ameriprise Financial Services, LLC. His office is strategically located at 2740 S Oneida St, Suite A, Green Bay, WI 54304, United States, making it easily accessible to clients in the area.

Main Services

• Financial Planning: Rick offers comprehensive financial planning services, tailored to each client's unique needs and goals. This holistic approach helps clients manage their wealth strategically, with an emphasis on long-term growth and preservation.
• Investment Services: As a Private Wealth Advisor, Rick provides expert guidance on investment strategies. He helps clients navigate the complexities of the market, aiming to maximize returns while minimizing risk.
• Retirement Planning: Rick assists clients in preparing for retirement, offering insights into retirement savings strategies, pension plans, and Social Security benefits. He aims to help clients enjoy a comfortable retirement lifestyle.
• Estate Planning: Rick works with clients to develop estate plans that protect their assets and ensure they are distributed according to their wishes. He also provides guidance on wills, trusts, and probate.

Location and Access

Rick's office is situated in the heart of Green Bay, Wisconsin. It is easily accessible from major highways, including I-43 and WI-172. The building offers ample parking, including wheelchair-accessible spaces. Public transportation is also available nearby, with the Green Bay Metro bus system serving the area.

Featured Characteristics

• Wheelchair Accessibility: Rick's office is wheelchair-accessible, with a ramp leading to the entrance and an elevator providing access to the suite. The office also features wheelchair-accessible seating and toilet facilities.
• On-Site Services: Rick offers on-site services, allowing clients to meet with him in person to discuss their financial needs and goals. This face-to-face interaction can be invaluable in building a strong client-advisor relationship.
• Online Appointments: For clients who prefer a virtual meeting or have difficulty traveling, Rick offers online appointment options. This flexibility caters to a wide range of client needs and preferences.

Practical Information

• Phone: You can reach Rick's office by phone at 920-499-9400.
• Website: To learn more about Rick's services and approach to financial planning, visit his website at ameripriseadvisors.com.
• Hours: Rick's office is open Monday through Friday, from 8:30 AM to 5:00 PM. However, he may be available outside these hours by appointment.

Positive Aspects from Reviews

Rick's commitment to exceptional client service is evident in the reviews he has received. Clients have praised:

• His Knowledgeable and Professional Staff: One client noted, "The staff is amazing and we could not ask for better service. They are always there to answer our questions and concerns," highlighting the team's professionalism and responsiveness.
• His Expertise in Financial Planning: Another client commented, "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," demonstrating Rick's expertise and dedication to his clients' financial well-being.

With an average rating of 5/5 on Google My Business, Rick's commitment to excellence in financial planning is clear. His clients appreciate his expertise, professionalism, and dedication to their financial needs.

👍 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.