Rick T Holewinski - Private Wealth Advisor, Ameriprise Financial Services, LLC - Green Bay, Wisconsin
Address: 2740 S Oneida St Ste A, Green Bay, WI 54304, United States.
Phone: 9204999400.
Website: ameripriseadvisors.com
Specialties: Financial planner, Investment service.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible seating, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 2 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of Rick T Holewinski - Private Wealth Advisor, Ameriprise Financial Services, LLC
⏰ Open Hours of Rick T Holewinski - Private Wealth Advisor, Ameriprise Financial Services, LLC
- Monday: 8:30 am–5 pm
- Tuesday: 8:30 am–5 pm
- Wednesday: 8:30 am–5 pm
- Thursday: 8:30 am–6 pm
- Friday: 8:30 am–3 pm
- Saturday: Closed
- Sunday: Closed
Introduction
Rick T. Holewinski, a distinguished Private Wealth Advisor, serves the Green Bay community through Ameriprise Financial Services, LLC. With a commitment to personalized financial planning and investment services, Rick has built a reputation for excellence and integrity. This article provides a comprehensive overview of his practice, highlighting his main services, location, unique features, practical information, and the positive experiences shared by his clients.
Main Services
- Personalized Financial Planning: Rick works closely with clients to understand their unique financial goals, risk tolerance, and time horizon. He then develops customized strategies to help them achieve their objectives.
- Investment Management: Rick offers a wide range of investment options, from mutual funds and ETFs to individual stocks and bonds. He employs a rigorous research process to select investments that align with clients' financial goals and risk preferences.
- Retirement Planning: Whether clients are approaching retirement or already retired, Rick provides guidance on managing retirement assets, creating income streams, and optimizing Social Security benefits.
- Estate and Legacy Planning: Rick helps clients develop strategies to protect their assets, minimize estate taxes, and pass on their legacy according to their wishes.
- Education Planning: For clients with children or grandchildren, Rick offers guidance on saving and investing for future education expenses, including 529 college savings plans.
Location and Access
Rick's office is conveniently located at 2740 S Oneida St Ste A, Green Bay, WI 54304, United States. It is situated in the Oneida Center, a professional complex near the intersection of Oneida Street and W. Mason Street. The office is easily accessible from I-43 and WI-32, making it convenient for clients from Green Bay and surrounding areas.
Featured Characteristics
- Comprehensive Approach: Rick takes a holistic approach to financial planning, considering clients' complete financial picture and coordinating with their other professionals, such as attorneys and accountants.
- Client-Centric Philosophy: Rick prioritizes building strong, lasting relationships with his clients. He listens to their concerns, keeps them informed, and regularly reviews their financial plans to ensure they remain on track to meet their goals.
- Technological Savvy: Rick leverages digital tools and collaboration platforms to streamline the financial planning process, making it more convenient and accessible for clients.
- Accessible Office: Rick's office is designed with accessibility in mind, featuring wheelchair-accessible parking, seating, and restroom facilities.
Practical Information
- Contact Information: Phone: 920-499-9400 / Website: ameripriseadvisors.com
- Office Hours: Monday - Friday, 8:30 AM - 5 PM (by appointment)
- Appointments: Recommended; please call or visit Rick's website to schedule a complimentary initial consultation.
- Parking: Free parking is available in the Oneida Center parking lot.
Positive Aspects from Client Reviews
Rick's clients have consistently praised his professionalism, knowledge, and exceptional service. The following positive aspects have been highlighted in their reviews:
- Expertise and Professionalism: Rick's in-depth understanding of financial planning and investment strategies has been commended by clients who feel confident in his ability to guide them towards their financial goals.
- Personalized Attention: Rick takes the time to listen to and understand his clients' unique financial situations and objectives, creating tailored plans that meet their specific needs.
- Responsive and Communicative: Rick and his staff are always available to answer clients' questions and address their concerns, demonstrating a commitment to maintaining strong, open lines of communication.
- Above-and-Beyond Service: Rick consistently delivers results that exceed clients' expectations, demonstrating his dedication to providing the highest level of service possible.
With a focus on personalized service, comprehensive financial planning, and a commitment to helping clients achieve their goals, Rick T. Holewinski has established a strong reputation as a trusted Private Wealth Advisor in the Green Bay community. His convenient location, accessible office, and exceptional client care make him an excellent choice for those seeking expert financial guidance.
👍 Reviews of Rick T Holewinski - Private Wealth Advisor, Ameriprise Financial Services, LLC
