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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Kidstown Learning Center
We can’t thank Erik Barnes and Owen Straub from Cypress Bank & Trust enough for everything they did to help us make this important deal a reality.
Anita Calabro, Senior Trust Officer, Senior Vice President
John Verdi, Hey Blue!
We are deeply grateful to have a banking partner that doesn’t just manage our accounts, but actively believes in and strengthens our mission. Cypress Bank & Trust is more than a financial institution; they’re a trusted ally in the work of rebuilding trust, one relationship at a time.
Amy Tcimpidis, Quality 1st Plumbing
Theo keeps us informed when the markets shift, making sure our investment and retirement accounts are thoughtfully managed. For the first time, I feel genuinely comfortable and confident with my bank. It feels like I finally have a team that’s looking out for me.
Helen Bryan
Cypress made an emotional and complex process seamless. They explained everything clearly, ensuring we felt informed and secure every step of the way. Their professionalism, kindness, and respect provided immense comfort during a difficult time.
Ahmet Bidav, Lux Str Insurance
I’ve worked with many financial institutions. Cypress stands out as truly entrepreneurial in spirit. They don’t just lend; they take the time to understand my business model, my acquisitions strategy, and the unique nuances of building through M&A.