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Specialties
Blonskij Financial Services, Inc., is a leading independent financial services firm established in 2003, and headquartered in Fair Oaks, California.
Our founder and President, Joyce Blonskij, has over three decades of investment experience to guide and advise clients in all types of financial and economic conditions.
We offer investment insights and opportunities to help create, protect, and enhance wealth.
Our clients are individuals, families, and small business. We enjoy working with those who are getting ready to retire. We welcome new clients.
Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC to residents of: AL, AZ, CA, CO, NV, SC, PA, WA. Investment Advisor Representative Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Blonskij Financial Services Inc. & Optimal Wealth Advisor are not affiliated.
History
Established in 2003.
Joyce Blonskij began her career in banking, quickly working her way to becoming vice president and branch manager at a major local bank. After nearly 10 years in the banking industry, she transitioned into what she calls «the world of high finance,» and in 1985, Joyce became an investment advisor at Dean Witter Reynolds, Inc. For more than 18 years, she was a mentor to other women advisors, managed a large client-based practice, and was recognized by her peers at the highest level of achievement for her work with the title of senior vice president. In 2003, she opened her own financial services firm, Blonskij Financial Services, Inc., now located in Fair Oaks, California.
Meet the Business Owner
Joyce B.
Business Owner
I consider myself to be the moving force in our firm. Working with our clients to solve financial issues, to seek out the right investments, and to plan for their future is my passion.
We specialize in serving self-employed professional business owners in the Health Services Fields: Physical The., Nutritionists, Nurses, Chiropractors, Health Coaches, Dietician, Dentist, MD’s, Holistic and Hospice Workers.
We offer a wide range of services including: Individual Investments, IRA Rollover’s, Solo 401K Plans, Traditional & Roth IRA’s & Retirement Income Planning.