Rick T Holewinski

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

Main Services

• Financial Planning: Rick T Holewinski offers comprehensive financial planning services tailored to each client's unique needs. This includes retirement planning, wealth accumulation, and strategies for managing and preserving wealth.
• Investment Management: As a private wealth advisor, Rick provides personalized investment strategies designed to help clients achieve their financial goals. He offers portfolio management, asset allocation, and investment research services.
• Retirement Planning: Rick specializes in helping clients prepare for retirement. He provides strategies for income distribution, retirement income planning, and Social Security optimization.
• Estate and Legacy Planning: Rick works with clients to create estate plans that protect their assets and ensure a smooth transition to their beneficiaries. This includes wills, trusts, and strategies for minimizing estate taxes.

Location and Access

Rick T Holewinski's office is located in the heart of Green Bay, Wisconsin, at 2740 S Oneida St, Suite A. The office is easily accessible from major roads like I-43 and WI-172. The neighborhood is primarily residential, with a mix of commercial and retail spaces nearby.

Transportation: The office is served by several bus routes operated by Green Bay Metro. The nearest bus stop is located on South Oneida Street, just a short walk from the office. Additionally, there is ample parking available on-site for clients and visitors.

Featured Characteristics

• Wheelchair Accessibility: The office is wheelchair-accessible, with a ramp leading to the entrance and an elevator to access the second floor. There is also a wheelchair-accessible restroom on-site.
• On-Site Services: Rick T Holewinski offers on-site services, allowing clients to meet with him in person at his Green Bay office. He also provides online appointment options for clients who prefer to meet virtually.
• Appointments Recommended: It is recommended that clients schedule appointments in advance to ensure that Rick T Holewinski can dedicate the necessary time to their financial needs.

Practical Information

• Address: 2740 S Oneida St, Ste A, Green Bay, WI 54304, United States
• Phone: 920-499-9400
• Website: ameripriseadvisors.com
• Email: [email protected]

Positive Aspects from Reviews

Rick T Holewinski and his team have received glowing reviews from clients, with an average rating of 5/5 on Google My Business.

• Exceptional Service: Several clients have praised the staff for their exceptional service, always being available to answer questions and address concerns.
• Professionalism and Knowledge: Clients appreciate Rick's professionalism and expert knowledge in financial planning, which has helped them secure their financial future.
• Above and Beyond Expectations: Some clients have noted that Rick and his team have delivered results that exceeded their expectations, going above and beyond what was asked of them.