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.
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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Reviewing Your Life Insurance Needs
Learn how the review process works and how it may help you better understand your Life Insurance.
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Can I Create a Roth if I’m Over the Income Limit?
Use this article to start conversations about the “backdoor” Roth IRA strategy.
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Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
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What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.