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.
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
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Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
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Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
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Saving Early & Letting Time Work For You
The earlier you start pursuing financial goals, the better your outcome may be.
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Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
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Words of Wisdom
"Compound interest is the eighth wonder of the world. He who understands it, earns it...he who doesn't...pays it."
- Albert Einstein
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.