Charles Thomas Sochor CPA

Advisory Group in Oklahoma City specializes in investment management, 401K rollovers, retirement plan analysis, and financial planning services for clients in Oklahoma and Texas. With a history of serving Oklahomans since 1978, DeWayne McAnally leads the team in providing expert financial guidance and support. Generated from their website's infomation

We understand that every individual’s needs are unique and require specific action. Our team focuses on helping you find clarity in your vision. We use a 7-step financial planning process that helps provide actionable steps to pursue your financial goals. We also understand that your financial future is not a transaction, but an ongoing journey. Life is not static, nor predictable. We work with you at every step of the way, adjusting your plan to handle life’s speed bumps. This is done by keeping open communication with out clients, along with periodic reviews to ensure things remain on track.