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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 correspondents to our clients.

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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

(315) 696-5668

peter@songviewfinancial.com

Peter Tague is a 30+ year industry veteran Financial Advisor.
He holds a FINRA Series 7 General Securities Representative (GS) license, Series 63 – Uniform Securities Agent State Law Exam license, 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.