Oak Street Funding

Oak Street Funding, your support as a Gold Partner at our 2025 Advisor Summit means the world to us. Oak Street Funding is a business lending expert in specialty financing. They are committed to fulfilling client needs while also providing an empowering work environment for their employees. #financing #commitment #empower

Smart Choice? Conference 2025 from Tampa, Florida. Booth is ready and looking forward to seeing all the State Directors and Territory Managers, as well as Senior Management. I will be at Booth 5 representing Oak Street Funding. #SmartChoice #oakstreetfunding #insurancelending

Are you attending the Future Proof Citywide event later this month? Join Oak Street Funding's Bruce Warren, Jason Gaskell, and Paul Kainrath in Miami Beach, FL, from March 16th - 19th! | #OakStreetFunding #RIA #RIAFinancing

The support of your team for strategic plans is vital to their success. Alicia Chandler, President of Oak Street Funding, discusses collaborating with your team to develop a cohesive strategic plan. | #OakStreetFunding #RIA #CPA #Insurance

Today, we want to thank Oak Street Funding for their sponsorship of SYNERGY25! We are looking forward to working together to deliver an extraordinary event for the RIA community. Join us from May 27-30, 2025, at the JW Marriott in Tampa! Register Today: https://hubs.li/Q038FgnR0 #SYNERGY25 #RIA #FinTech #WealthManagement #FinancialAdvisor

??Recently Closed Deal: RIA acquisition line of credit for $7,000,000 to boost growth through multiple transactions. Whether you're looking to purchase one or multiple firms, our team can support your legacy. Contact us to discuss your goals: https://hubs.li/Q038L1FX0 #OakStreetFunding #RIA #InvestmentAdvisors #MergersAndAcquisitions

The Barron's Advisor Independent Summit is just a few weeks away! The Oak Street Funding team will be on-site in Orlando, FL, from March 12th - 14th. Join Rick Dennen, Bruce Warren, and Adam Farag at Booth 26! https://hubs.li/Q038m4pZ0 | #OakStreetFunding #RIA #RIAFinancing

We celebrated another month with our team, enjoying a social lunch filled with delicious food, friendly competition, and lots of laughs! #OakStreetCulture #TeamAppreciation #OakStreetFunding

Before you look to undertaking larger ventures, don't neglect basic operations. Alicia Chandler, President of Oak Street Funding, emphasizes the necessity of a clean house before considering strategic expansion. | #OakStreetFunding #RIA #CPA #InsuranceIndustry

Strategic planning lays the foundation for growth. Is your plan in place? Alicia Chandler, President of Oak Street Funding, is joined by Susie McEuen on our latest #OnPointPodcast episode to discuss growth strategies, strategic planning, and attracting talent in 2025. | #OakStreetFunding #RIA #CPA #Insurance