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Diamond Private Wealth Advisors - Ameriprise Financial Services, Inc.
- Financial Services
- Sunrise, FL
About this business
We care about what's important to youYour financial goals are unique, and we can help you achieve them. We take the time to understand what's truly important to you " whether it's saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice we offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident and secure about your financial future. With the right financial advice, life can be brilliant. Comments ar... read more
Location details
1290 Weston Rd Ste 202, Ste 202, Sunrise, FL, 33326, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 10:00 a.m. to 4:00 p.m. | |
| Tue | 10:00 a.m. to 4:00 p.m. | |
| Wed | 10:00 a.m. to 6:00 p.m. | |
| Thu | 10:00 a.m. to 4:00 p.m. | |
| Fri | 10:00 a.m. to 2:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Owner Bill Penland Jr has the same exact cookie cutter portfolio for all his clients without regard for their risk tolerance or age. He keeps elderly clients in high risk portfolios. Because Mr. Penland is familiar with FINRA compliance, he files your risk tolerance as highly aggressive to suit his choice. These forms are buried in your client profile, and if you don't know where to look, you may not find them. This way, he's able to skirt FINRA compliance by backing his portfolio choices with the appropriately filed paperwo... read more
Bill Penland Jr has the same exact portfolio for all his clients without regard for their risk tolerance or age. He keeps elderly clients in high risk portfolios. Because Mr. Penland is familiar with FINRA compliance, he files your risk tolerance as highly aggressive. These forms are buried in your client profile, and if you don't know where to look, you may not find them. This way, he's able to skirt FINRA compliance by backing his portfolio choices with the appropriately filed paperwork. Finally, Ameriprise is too expensiv... read more
Bill has been our advisor for over 10 years and he has always done very well by us! I had my mother change over to Bill and he has done real well with her account too.
Owner Bill Penland Jr. hates young high school victims of a school shooting that want change. If you are a parent of someone at Cypress Bay beware. He just said this on a public board: "Yay! They are getting paid to take away my rights and promote socialism!" This is not the case, these students want safety and safer schools and they are not "paid" for their views. They are doing so much and they are not promoting "socialism".
Frequently asked questions about Diamond Private Wealth Advisors - Ameriprise Financial Services, Inc.
How is Diamond Private Wealth Advisors - Ameriprise Financial Services, Inc. rated?
Diamond Private Wealth Advisors - Ameriprise Financial Services, Inc. has a 2 star rating with 4 reviews.
When is Diamond Private Wealth Advisors - Ameriprise Financial Services, Inc. open?
Diamond Private Wealth Advisors - Ameriprise Financial Services, Inc. is closed now. It will open tomorrow at 10:00 a.m.
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