Cypress Bank & Trust’s team has been a steady presence in my family’s life for over 15 years, guiding us through every stage—when my parents were healthy, as they aged, and after they passed.
From the beginning, their team provided expert guidance and ensured my parents had a solid financial plan in place. As they aged, the team remained by our side, offering thoughtful advice and personal support that went beyond just managing assets—they gave us peace of mind.
When the time came to settle their estate, 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. They offered guidance that preserved our family harmony, ensuring my parents’ wishes were honored and our family was protected.
Cypress wasn’t just a bank; they were a trusted partner through all of life’s transitions. Thanks to their expertise, compassion, and unwavering support, we navigated estate planning and financial decisions with confidence. I will always be grateful for the personalized care they provided.
CLIENT SPOTLIGHT
Helen Bryan
- Helen
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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.
Charles Weir
Erica Houdyshell, Daybreak Foliage
What I love about Cypress is how personal it feels. They know my name. They understand the goals I have for my business. And when I call, whether it’s a small question or a big financial decision, I know someone will pick up and truly help. That kind of relationship is rare.
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.
Donn M.
My recommendation is simple: Cypress is big enough to provide the resources needed to address your financial needs, but small enough to genuinely care about you as more than just a client.
John George
After 35 years in the trust investment business, John George was ready to retire. Then came a call from a former colleague who had joined Cypress. He decided to give it a try, and never looked back. What was meant to be retirement turned into 15 years of meaningful work and confidence that his clients were in capable hands.