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Gem Wealth Planning Group
93 N Main St
Wellsville, NY 14895
Call or text (585) 593-3141
Finding the Balance
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
"Compound interest is the eighth wonder of the world. He who understands it, earns it...he who doesn't...pays it."
- Albert Einstein
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.
Our entire team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.