Facebook
Twitter
LinkedIn
Close

Client Center

  • SafeSend

    This is our preferred method for receiving your documents securely and efficiently. You can follow the screen prompts to quickly send us your documents.
  • eMoney

    Wealth Management Client Financial Website, Dashboard and Vault
  • TransferBigFiles

    Send your large documents larger than 3GB to us securely. Enter the password "planwell" and follow the screen prompts.
  • QuickBooks Online

  • Video Meeting

    Join a scheduled video meeting with our team.
Back

SafeSend

This is our preferred method for receiving your documents securely and efficiently. You can follow the screen prompts to quickly send us your documents.

eMoney

Wealth Management Client Financial Website, Dashboard and Vault

TransferBigFiles

Send your large documents larger than 3GB to us securely. Enter the password "planwell" and follow the screen prompts.

QuickBooks Online

Video Meeting

Join a scheduled video meeting with our team.
Join Meeting
Close
Send Request

Solutions

Our New Website!

Desmond Consulting Group is excited to announce the recent launch of our firm’s new website. We’ve been working very hard to enhance our website and give our firm a fresh look. We’ve also continued to research and identify the latest and greatest technologies to improve the services we provide and ensure we continue to meet your needs.

Take a moment to look around our new website and review some of our advanced features, like our Client Center. The Client Center is designed to provide you with a highly secure and convenient web-based tool to access your financial documents, data, and collaborate with our firm in real time.

We hope you like what you see. It’s the same great service, just with a new look and feel. We look forward to hearing your feedback.

   

Back to List


Latest from Our Blog

Our New Website!

Desmond Consulting Group is excited to announce the recent launch of our firm’s new website. We’ve been working very hard to enhance our website and give our firm a fresh look. We’ve also continued to research and identify the latest and greatest technologies to improve the services we provide and ensure we continue to meet your needs.

Take a moment to look around...


Read More