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Retirement Done Right.

Estate Management 101

Should You Ever Retire?

Who We Support.

For over 30 years Song View Financial has specialized in financial planning & wealth management through executive referrals, utility, and telecom retirees.   

Our Expertise Is Your Edge

Peter Tague, Founder and Principal of Song View Financial, has a proven track record helping corporate retirees retire right.

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Let's Talk. We're Ready When You Are.

Email Peter (peter@songviewfinancial.com) to connect.

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Our Partnership is your Path forward 

We partner with Mariner Wealth Advisors, one of the largest RIAs in the United States, to help professionally manage our client's portfolios.

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Peter Tague

Peter Tague

(315) 696-5668

peter@songviewfinancial.com

Peter Tague is a 29 year industry veteran Financial Advisor.
He holds a FINRA Series 7 General Securities Representative (GS) license, the Series 63 Investment Advisor Representative (IAR) license, the Series 65 Investment Advisor...

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<b>Our Approach</b>

Quarterly we host either a luncheon "Upstairs at the Dinosaur" or a webinar on "How to Retire Right".

<strong>Our History</strong>

One of our seminars.

<strong>Our Values</strong>

Assess your financial situation with Song View Financial.

Executive referral, Utility, or Telecom Employee? Join our newsletter to stay up to date with all of our educational webinars and seminars.

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