History

KBC Financial Services, Inc., (KBC) was founded in 1998 to serve as an independent financial services firm to meet the increasingly complex financial needs of individuals and business owners.

Joe Wilson, who set up the firm, continues to serve as the main financial consultant. He personally handles most of the client contact.  

This gives KBC clients a consistent relationship, which allows us to really get to know each client personally. We believe that this is a unique advantage for KBC in this day and age of rushed and sometimes impersonal service. 

Joe has set up a wide array of strategic alliances, which allow us to fully serve our clients needs while maintaining our independence.

KBC chose Commonwealth Financial Network^® as its key partner. Commonwealth is one of the preeminent Registered Investment Adviser–broker/dealers in the United States. The alliance with Commonwealth ensures that clients receive a wide variety of investment choices to complement their goals. It also helps the company best serve clients in a seamless and efficient manner by providing back-office, investment, and technology support.