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 Analysis
• Investment Strategy Development
• Retirement Planning
• College Savings Planning
• Business Planning
• Wealth Management
• Tax Planning and Optimization
• Insurance Planning
• Philanthropy and Estate Planning

Location and Access

Rick T Holewinski's Ameriprise Financial Services, LLC is conveniently located at 2740 S Oneida St Ste A, Green Bay, WI 54304, United States. The office is situated in the heart of the city, making it easily accessible by car, bus, or on foot. The building is wheelchair-accessible, with a car park and seating area available for clients. The office is also equipped with a wheelchair-accessible toilet, ensuring that all clients feel welcome and comfortable during their visit.

The office is located in a quiet and professional neighborhood, with plenty of nearby amenities such as restaurants, shops, and entertainment options. The area is patrolled by local police, providing a safe and secure environment for clients to visit.

Featured Characteristics

* America's Most Trusted Financial Services Company
* Over 140 Years of Experience
* Personalized Service from a Team of Experts
* Comprehensive Financial Planning and Wealth Management
* Convenient Online Appointments and On-Site Services
* Wheelchair-Accessible Facilities

Practical Information

* Address: 2740 S Oneida St Ste A, Green Bay, WI 54304, United States
* Phone: 9204999400
* Website: ameripriseadvisors.com
* Online Appointments: Available through the Ameriprise website or by calling the office
* On-Site Services: Financial planning and wealth management services available in-office
* Hours of Operation: Monday through Friday, 8:00 AM to 5:00 PM

Opinions

This company has 2 reviews on Google My Business. Overall, the reviews are extremely positive, with both clients praising the staff's professionalism and expertise.

"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." - Client Review 1

"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." - Client Review 2

👍 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.