Maitland Office

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.

Navigating the intersection of family dynamics and asset management was overwhelming, but the team at Cypress helped us see the bigger picture with clarity and compassion. They didn’t just manage our assets; they helped mend our family bonds.

Implementing Positive Pay at no extra cost was a huge relief, eliminating our risk of check fraud. One of my biggest frustrations was having to go to the bank to send wires, but now I can do it all online with just a quick callback for verification.

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.

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.

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 took the time to understand our goals, provided clear guidance on our options, and presented us with a financing package and terms that were more competitive than the other lenders we interviewed.