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.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
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Capital Gains Tax When Selling Your Home
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
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What to Look for in an Extended-Care Policy
Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
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Who Is Your Trusted Contact?
This investment account question is vital and answered as early as possible.
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Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.