Data Security
Your financial data is guaranteed to be secure, organized, and accessible.
At Three Brothers Financial Services, we prioritize the security and confidentiality of your financial information by using secure systems, controlled access, and industry-standard data protection practices. We never sell or share client financial data with third parties unless required to provide our services or comply with legal obligations.
Layered Data Classification & Access Control
All client data is classified into three tiers — Confidential, Internal, and General — with strict need-to-know access. Every team member is granted access only to the specific client they are assigned to. No cross-client visibility. Ever.
Enterprise-Grade Technical Safeguards
Client files are protected by AES-256 encryption at rest and TLS in transit via Microsoft 365. Allaccounts require multi-factor authentication, session timeouts, and endpoint protection.Passwords are managed through a dedicated team vault.
Documented Operational Procedures
Three Brothers Financial Services follows written protocols for client onboarding, data handling,and team offboarding — access is revoked within 24 hours of any personnel change. All activityis logged through the Microsoft 365 Unified Audit Log.
Legal Protections on Every Engagement
Every client relationship is backed by a signed NDA, Data Processing Agreement, and aformal data retention policy anchored to IRS requirements. Client data is held for 7years then securely deleted — with written confirmation.