Who are We?
Gem Wealth Planning Group is a Financial Planning office located in the heart of the Wellsville Business District at 93 N. Main Street.
Gem Wealth Planning Group is an independent affiliate of Osaic Wealth, Inc. which gives us access to numerous resources to best serve our clients.
Geralyn Gough, CFP® became a Registered Representative in 2000, and a Certified Financial Planner® in 2003. She started this branch of Osaic Wealth, Inc. in 2006. Molly Cole joined the team in 2018, and in 2021 Gem Wealth Planning Group was created. Jackie Stilson rounded out our team in 2022.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
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There are benefits and limitations when you decide to donate stock.
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The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
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Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
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Financial Aid for Students 101
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.