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 and strategy
  • Customized financial plans tailored to individual needs
    • Retirement planning and wealth management
    • Investment services and portfolio management
    • Tax planning and optimization
    • Insurance and estate planning
• Investment services
  • Stocks, bonds, and mutual funds
  • Exchange-traded funds (ETFs) and index funds
  • Dividend-paying stocks and income investments
  • International investments and global markets
• Retirement planning and wealth management
  • 401(k), IRA, and other retirement accounts
  • Annuities and pension planning
  • Wealth management and estate planning
  • Legacy planning and family office services

Location and Access

Rick T. Holewinski's office is located at:

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

Phone: 9204999400

Website: ameripriseadvisors.com

This office is easily accessible by car, with ample parking available in the wheelchair-accessible car park. The building is wheelchair-accessible, with wheelchair-accessible seating and toilet facilities. Appointments can be made online, and it is recommended to book in advance to ensure availability.

Featured Characteristics

* Expertise in financial planning and investment services
* Personalized attention and tailored advice
* Wide range of investment products and services
* Experienced and knowledgeable staff
* Convenient online appointment booking and on-site services
* Wheelchair-accessible facilities for customers with mobility needs

Practical Information

* Office hours: [Not specified]
* Appointment policy: Appointments recommended, but walk-ins welcome
* Contact information: Phone: 9204999400, Email: [Not specified]
* Digital tools and collaboration: [Not specified]

Customer Reviews

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 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.

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.

This company has 2 reviews on Google My Business.

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.