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Our Services

At GEM Financial Advisors, we provide experienced and objective advice in the following areas:

 

Investments

  • Bonds
  • Common Stock
  • Mutual Funds
  • Exchange Traded Funds
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • 529 Plans

Financial Planning

  • College Plans
  • Estate Plans
  • Tax Planning
  • Retirement Plans
  • 401k Planning
  • 403b Planning
  • Cash Management
  • Life Insurance
  • Long Term Care Insurance