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

Introduction

Rick T. Holewinski, a seasoned Private Wealth Advisor, serves clients through Ameriprise Financial Services, LLC, located at 2740 S Oneida St Ste A, in the heart of Green Bay, Wisconsin. With a dedicated focus on financial planning and investment services, Rick and his team are committed to helping their clients achieve their financial goals and secure their futures.

Main Services

• Financial Planning: Rick's team offers comprehensive financial planning services, tailored to each client's unique situation. They assist with budgeting, saving, retirement planning, and more.
• Investment Services: They provide personalized investment strategies, taking into account clients' risk tolerance, goals, and time horizons. Their approach includes diversified portfolios and ongoing monitoring.
• Retirement Planning: Rick and his team specialize in helping clients prepare for and navigate retirement, ensuring their income lasts throughout their golden years.
• Estate Planning: They guide clients through creating and implementing effective estate plans, including wills, trusts, and strategies for minimizing estate taxes.

Location and Access

Ameriprise Financial Services, LLC is situated in the Preble neighborhood of Green Bay, near the intersection of S Oneida St and W Mason St. The office is easily accessible from I-43 and WI-32. Public transportation options include the Green Bay Metro bus system, with the closest stop at S Oneida St & W Mason St.

Parking: The office offers ample parking space, including a wheelchair-accessible car park. Street parking is also available in the vicinity.

Featured Characteristics

• Wheelchair Accessibility: The office and restrooms are wheelchair-accessible, ensuring all clients can access and navigate the premises with ease.
• Online Appointments: Rick and his team offer virtual appointments, providing flexibility and convenience for clients who prefer to meet from the comfort of their own homes.
• On-Site Services: They also offer on-site services, allowing clients to meet with their advisors in person to discuss their financial plans and goals.

Practical Information

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

Phone: 920-499-9400

Website: ameripriseadvisors.com

Hours: Monday - Friday, 8:30 AM - 5 PM (Closed on weekends and major holidays)

Positive Aspects from Reviews

• Exceptional Service: Clients consistently praise Rick and his staff for their outstanding service, responsiveness, and willingness to address their questions and concerns.
• Professionalism and Knowledge: Reviewers highlight Rick's professionalism, expertise, and the knowledgeable financial planning services provided by his team.
• Exceeding Expectations: Many clients express that Rick and his team have delivered results that exceed their expectations, helping them secure their financial futures.

With an average rating of 5/5 on Google My Business, Ameriprise Financial Services, LLC, under Rick T. Holewinski's guidance, consistently receives high praise for their personalized, professional, and effective financial planning and investment services.

👍 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.