Peter Tague is a 30+ year industry veteran Financial Advisor.
Peter holds 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 Essentials designation. He also has the designation of CWS® - Certified Wealth Strategist®.
He specializes in retirement planning, 401K rollovers, IRA distributions, Life Insurance, Long Term Care asset protection, and pension rollovers. Peter concentrates his practice on financial planning for corporate retirees.
He works with retirees who value personalized service, providing updates and assisting with income planning and insurance reviews. He has built a reputation of integrity and fair dealings by treating his clients with dignity and mutual respect.
People have life changing financial decisions ahead of them. Therefore, Peter’s passion and commitment is to provide clients with the retirement and investment products and services that they need to maintain their quality of life.