Melbourne Office

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.

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.

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.

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.

From our first visit we were welcomed like family you never knew you had. They care very much about their customers and this shows in the way they follow through with attention to detail and clear communication.

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.