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.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
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Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
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Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
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The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
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Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.