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.
Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
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The Threat of Identity Theft
An article informing readers about the threats of Identity Theft.
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To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
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Good Health is Good Business
Good employee health can be great for the company’s bottom line.
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How Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.