Working with Cypress Bank & Trust has been a game changer for our organization. As the Executive Director, I’ve seen firsthand the transformation in our financial stability, from paying off debt to launching plans for major expansion. Transitioning our investment accounts to Theo Perry with Cypress was a unanimous decision, and it’s been the right one. He brings a thoughtful, steady approach that aligns with our mission and long-term goals. We are now operating from a place of strength and that is thanks to the support and expertise of the team at Cypress.
CLIENT SPOTLIGHT
Bonnie Matz, St. Francis Manor
- Bonnie
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Raphael Lima, Associate Portfolio Manager
Professionally, I have grown tremendously since joining in Cypress. I’m proud to be part of an organization that cares about my professional & personal growth, and strives in giving back to the community in which it serves.
Stephen R. Irby & Family
The Cypress team worked together seamlessly to provide an exemplary result throughout the arduous 30-month-long estate settlement process, always demonstrating care and consideration.
Dr. Kevin James &, Dr. Ciara James, James Family Dentistry
If there’s ever a problem, I know I can call and reach someone right away. The concierge-level service Cypress provides is hard to find in any industry. They give us access and support exactly when we need it.
Kelly Butz, Tradewinds Consulting
When I hear someone is looking for a new banking relationship, I love to refer them to Cypress Bank & Trust. When they ask me who they should ask for when they call, my reply is always the same — ‘Whoever answers the phone will make sure you are well taken care of!’
Julie Shipley, Owner of The Soup Shop
They have educated me on and facilitated the improvement of my anti-fraud behaviors, specifically by introducing me to Positive Pay. The folks at Cypress Bank & Trust have truly made a significant difference in my banking experience and business growth.
Critical Frequency Design
With their guidance, we’ve moved faster, hired smarter, and turned opportunities into contracts.
