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.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
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Strategies for Managing Student Loan Debt
Five strategies for managing your student debt.
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Questions to Ask About Medicare
Take the guesswork out of your IEP or SEP with this helpful article.
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Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
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Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.