Holewinski & Associates, located in Green Bay, WI, is a financial advisory firm led by Rick T Holewinski, a Certified Financial Planner with a range of prestigious qualifications including AAMS, ADPA, AEP, AIF, APMA, AWMA, BFA, CAP, CAS, CASL, CDFA, CEP, CEPA, and CFA designations.
The firm offers a comprehensive suite of financial advisory services, specializing in asset management, estate planning, retirement planning, and wealth management. With a focus on applying investment concepts to real-world situations, Holewinski & Associates provides expert guidance to individuals, retirees, small business owners, and domestic partners.
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