Sacramento, CA (PRWEB) March 22, 2016
Five Star Professional is pleased to announce Joyce Blonskij, Blonskij Financial Services, has been chosen as one of Sacramento's Five Star Wealth Managers for 2016.
Five Star Professional partnered with Sacramento Magazine to recognize a select group of Sacramento-area wealth managers who provide quality services to their clients. Joyce Blonskij is featured, along with other award winners, in a special section of the March issue.
"I am honored and humbled to receive this recognition for the third consecutive year. I have been in the financial services industry for over thirty years. During that time it has always been my goal to serve my clients with sound guidance and open communication. My knowledge of investing and financial planning is extensive but I think what sets me apart is my commitment to understanding each client’s situation and aspirations and then tailoring an approach to help them get there," said Joyce Blonskij of Blonskij Financial Services, Inc.
The Five Star Wealth Manager award program is the largest and most widely published wealth manager award program in the financial services industry. The award is based on a rigorous, multifaceted research methodology, which incorporates input from peers and firm leaders along with client retention rates, industry experience and a thorough regulatory history review.
“It is a privilege to present exceptional wealth managers with the Five Star award each year. These select wealth managers have worked hard to get where they are with a deep knowledge of their industry and care for their clients,” stated Lynn Hargreaves, VP, Research and Services Operations, Five Star Professional.
“My focus has always been on meeting the diverse needs of our clients. The complexity of the current financial marketplace makes it more important than ever to have a balanced approach to investing, guided by expert experience. I have built a reputation for providing trustworthy and well-researched advice to my clients, and they become like family. Our relationship is everything,” said Joyce A. Blonskij of Blonskij Financial Services, Inc.
About Joyce A. Blonskij
After eighteen years as a financial advisor with a Wall Street firm, Joyce Blonskij opened the doors of her woman owned financial services boutique, which bears her name. Joyce holds the certifications of both a Certified Income Specialist™ (CIS™), and a Certified Estate And Trust Specialist™ (CES™). She is recognized as an experienced speaker offering cutting-edge, highly informative content for a broad audience on various financial and investment topics. She is an award winning, International Best-Selling Author of: OWN THE CLOUDS, The First Guide To Investing In Cloud Computing Companies. Her author proceeds are being donated to local hometown charities devoted to helping sick children and feeding hungry families.
About Blonskij Financial Services, Inc.
Headquartered in Fair Oaks, California, Blonskij Financial Services, Inc. was founded in 2003 as a full-service financial services firm built on a foundation of trust and respect. Over the decades it has remained on the forefront of providing sophisticated wealth management solutions and advice to grow, manage, preserve and transfer wealth. Blonskij Financial Services, Inc., has a tradition of excellence that has helped establish and maintain its good name in the community.
Located: 7840 Madison Avenue, Suite #150, Fair Oaks, CA 95628 http://www.blonskij.com
Determination of Award Winners
The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and complaint history review (unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process*); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients; 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations.
Research Disclosures
Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The award methodology does not evaluate the quality of services provided and is not indicative of the winner’s future performance. 597 Sacramento wealth managers were considered for the award; 179 (30% of candidates) were named 2016 Five Star Wealth Managers. Working with a Five Star Wealth Manager or any wealth managers is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star in the future.To qualify as having a favorable regulatory and complaint history, the person cannot have: 1. been subject to a regulatory action that resulted in a suspended or revoked license, or payment of a fine, 2. had more than three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional’s consumer complaint process, 3. individually contributed to a financial settlement of a customer complaint filed with a regulatory authority, 4. filed for bankruptcy, or 5. been convicted of a felony. For research methodology information visit http://www.fivestarprofessional.com Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC to residents of: AL, AZ, CA, CO, IL, NV, OR, PA, WA, & WY. Investment Advisor Representative Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Blonskij Financial Services Inc. http://www.Blonskij.com are not affiliated.
