Naples Office
CYPRESS BANK & TRUST
The Cypress Naples location is your premier financial partner in Southwest Florida, offering a wide range of financial services tailored to meet the unique needs of our Naples residents and businesses.
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WITH YOUR LOCAL TEAM
Experience personalized services in Naples
Trust Administration
Expertly managing your trust to safeguard your assets and protect your financial legacy.
Portfolio Management
Personalized investment strategies tailored to your goals and risk tolerance.
Our Clients Story
TESTIMONIALS
Franklin Hileman
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.
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.
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.
Lori Long, The Astronaut Memorial Foundation
We appreciate that our needs are addressed locally, and our concerns are promptly heard and resolved. The staff have consistently demonstrated their helpfulness and responsiveness.
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.
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.
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.
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Main Number
Fax
(561) 651-1191
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