Home | Song View Financial

Retirement Planned Right

Estate Management 101

Song View Financial Retirement & Wealth Management

For over 30 years, Song View Financial Retirement & Wealth Management has helped retirees and affluent families organize their assets and provide financial planning to make their lives simpler.

At Song View Financial, we offer a high level of service and prompt correspondence to our clients.

Peter Tague

President, Financial Advisor, CWS®

(315) 696-5668

peter@songviewfinancial.com

I have in depth experience with the National Grid retirement system, specializing in retirement planning, 401K rollovers, IRA distributions, life insurance, long term care asset protection, and pension rollovers...

Christian Tague

Vice President

christian@songviewfinancial.com

I currently hold a FINRA Series 7 General Securities Representative (GS) license, Series 63 – Uniform Securities Agent State Law Exam license, Series 65 Investment Advisor Representative (IAR) license, and SIE, Securities Industry...

Ava Gower

Administrative & Marketing Coordinator

I have been a member of the team for almost 23 years.

My role spans a wide range of responsibilities including client services, administrative support, communications, event planning, marketing initiatives, and social media outreach...

Our Experience Is Your Edge

Song View Financial has a proven track record helping corporate retirees & affluent families plan for retirement.

Learn more

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

Click "CONNECT" below:

Connect

Our Relationship is your Path forward

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

Learn more

We host luncheons "Upstairs at the Dinosaur" in Syracuse, NY.

One of our seminars.

Assess your financial situation with Song View Financial.

Stay informed with our newsletter!

Name

Email

Address

Phone

Question

Thank you!

Oops!

Song View Financial Retirement, Equitable Advisors, LLC, its affiliates, and financial professionals are not affiliated or associated with CROUSE Health, National Grid, or any school district, state agency or retirement program. The information provided is based on our general understanding of their pension and is for informational purposes only. The information provided is not approved or endorsed by the state or district regarding your pension.