I’ve been working with Dana and the team at Cypress for a while now, and I can honestly say they’ve been instrumental in our growth. When we needed financing to expand operations, purchase equipment, and take on larger projects, Cypress provided the perfect solution. Dana has always offered sincere guidance on our financial decisions, making the process smooth and straightforward. Thanks to the Cypress team, what could have been a daunting experience turned out to be easy, quick, and even enjoyable. I highly recommend their services to anyone looking for reliable financial support.
CLIENT SPOTLIGHT
Chris Marot, President of Heka Aero LLC
- Chris
Meet My Team
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Bonnie Matz, St. Francis Manor
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.
Travis Whitfield
Cypress Bank & Trust—and especially Theo—took the time to understand my business and built a plan where my excess liquidity could be deployed to increase my profitability.
Charles Weir
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.
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.
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.