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Ajay Kaisth (CFP®, CRPC®, MA)

Ajay Kaisth focuses in the
following client markets or areas of practice:

  • Business Owners
  • College/Education Planning
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Retirement Plan Investment Advice

Planning Specialties

We help our clients get their financial house in order, and help them ensure it remains that way, as a fiduciary to them, at a fair and transparent price, avoiding conflict of interest.
 
We accomplish this through financial planning and wealth management advice that could include the following: 
  • Cash Flow Planning
  • Net Worth Planning
  • Risk & Insurance Planning
  • Investment Planning 
  • Tax Planning
  • Estate Planning
  • College Planning
  • Charitable Planning

Additional Information

Our aim is to help you achieve peace of mind regarding your finances through sound advice, by guiding you through the several financial decisions you will face in your lifetime.
 
We offer financial planning services to help balance your resources and spending with your lifetime goals. We offer investment management services to help you grow your assets so that you can achieve your goals with the level of risk you are comfortable with.
 
We keep our costs low by using technologically advanced tools and techniques, a disciplined approach, and have a low over-head. We share the savings with you.
 
We accept no commissions or any other payments from any financial product or service provider. As fiduciaries, we work only for you, in your best interest.
 

NAPFA Start Date

December 10, 2004

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

20 Haskel Dr Princeton Jct, NJ 08550-5401 Phone: (609) 514-1122 Fax: (877) 792-2493
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