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.
Investing for Impact
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
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Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
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Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
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Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
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Gun Ownership and Your Homeowners Policy
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.