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.
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There are benefits and limitations when you decide to donate stock.
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Saving Early & Letting Time Work For You
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Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
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Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.