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About

Our Company Values

For those who are looking for financial advice, we realize the available options are many and deciding who to work with is a challenging problem. Listed below are our Company Values which we hope will give you a better understanding of how we operate.

  1. People Matter – We believe that each person is innately valuable and worthy of respect and honor. We believe that relationships matter and that business is relational, top to bottom. People First, Money Second is a priority statement that places people and relationships ahead of financial matters.
  2. Integrity Matters – We believe that integrity and truth matter. We believe we need to conduct our business in such a way that we are above reproach. We believe suitability and ethical practices come from placing a high value on other people and their needs before our own.
  3. Communication Matters – We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. We believe that our client partners deserve the type of communication that is frequent, timely, truthful, & relevant.
  4. Service Matters – We believe that good service is practical and that great service is necessary in the pursuit of business excellence. We will pursue perfection and in so doing “catch a little excellence along the way.” (Vince Lombardi)

Karen Bellamy

President, KJB Associates LLC

Karen J. Bellamy, Founder/Owner of KJB Associates, LLC is a veteran in the world of business and advocates for community causes. Growing up in New Haven, Connecticut, Karen was intensely focused and committed to making life better for herself, her family and community.

Working for several small to mid-size companies, Anthem Blue Cross Blue Shield, Kaiser Permanente and Fleet Bank for more than 15 years fueled the dream to start her own business. Knowing and believing that anything was possible allowed her to recognize and seize the opportunity which is exactly what she has done.

Owner of KJB Associates, LLC, an insurance agency providing more than 20 years of products and services. KJB Associates, LLC partners with a multitude of companies to ensure the best solutions can be secured for their clients. The company is registered and certified to conduct business across the State of Connecticut. Clients range from individuals to mid-size companies, including churches and organizations. Karen has taken a special interest in helping women business owners understand the role that financial products can play in not only supporting the growth of a business but securing its future. The primary objective for KJB Associates, LLC is to develop and nurture partnerships that will help set the pace to move KJB Associates, LLC to a higher level. This experience combined with Karen’s commitment for making life better for herself, her family and community set the stage for her passion in continuing to be a service to her community in her personal life.

Karen attended Southern Connecticut State University and Tuck School of Business at Darthmouth, Building a High Performing Business Certification Program. In addition to Fairfield University’s Business leadership Program.

Plan For Your Future

There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.