Peter Tague
President, Financial Advisor, CWS® at Song View Financial
- Role
- Financial Advisor at Osaic
- Location
- Syracuse, NY, US
- LinkedIn followers
- 500 followers
About Peter Tague
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.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. With a concentration in financial planning for corporate employees (mainly in the telecom and utility fields) & affluent families, I help people who value personalized professional service by providing updates and assisting with income planning and insurance reviews.People have life changing financial decisions ahead of them. Therefore, my passion and commitment are to provide clients with retirement & investment products and services that they need to maintain their quality of life.In my free time I am an avid skier on both snow and water.
Experience
Financial Advisor
Jan 2024 — Present
Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Investment advisory services offered through Song View Financial. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
Education
University at Buffalo
Bachelor's Degree
1989
Skills
- Real Estate Investment
- Variable Annuities
- Life Insurance
- Finance
- Bonds
- Financial Planning
- Series 7
- Mutual Funds
- Trusts
- Series 65
- Exchange Traded Funds
- Financial Services
- Long Term Care Insurance
- Fixed Annuities
- Stocks
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