About

Bruce Winston CPA

President and CEO of Diamond Financial

I am a graduate of the State University of New York College at Brockport with a degree in Business Administration and Accounting. I have been working for various public accounting firms since 1981 and started my own firm after my first child was born in 1988.

I specialize in helping small business’s be successful. As a small business owner myself, I know what it takes to be successful and grow a business. I have worked with many types of business’s including various retail and personal service providers, with a strong emphasis on the medical and dental fields.

I am committed to provide you with the highest quality loan consulting services on a timely and professional basis. My goal as a help you obtain the best possible loan at the lowest possible rate and the best possible term. I will be available when you need me, be responsive to all my client needs and to provide insightful advice to enable my clients to make informed financial decisions.

SBA GUARANTEED LOANS

Locating an SBA lender may be easy, properly preparing the documentation and submitting it for approval is not. Diamond Financial works with the most respected SBA lenders in the country and consistently secures loan approvals for our clients. We focus on honest answers and conduct due diligence upfront, prior to receiving any fees. We have over 17 years of SBA loan experience.

BUSINESS ACQUISITION / PARTNER BUYOUT LOANS

If you are looking to purchase an existing business and have the skills to manage it, then we have a program for you. With 10%-25% down payment we have the lenders to finance your new company. The 7(a) Loan Guaranty Program is the SBA’s primary program reducing the risk to lenders by guaranteeing major portions of the loans written to small businesses in America. This guarantee enables the lenders to provide financing to businesses when funding is otherwise unavailable to reasonable terms. The eligibility requirements and credit criteria of the program are very broad to accommodate a wide range of financing needs.

SELF-DIRECTED IRA & DIAMOND RETIREMENT FUNDING™

Use retirement assets to fund your business with no penalties or taxable distributions. No interest payments. This is not a loan. No collateral needed. All personal assets are completely protected. No monthly fees. Includes 5-year management consultation for tax planning, legal structuring and exit strategy advice.

Use retirement assets to fund your business with no penalties or taxable distributions. No interest payments. This is not a loan. No collateral needed. All personal assets are completely protected. No monthly fees. Includes 5-year management consultation for tax planning, legal structuring and exit strategy advice.