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Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

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...

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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...
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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...


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