Naples Office

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.

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.

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.

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.

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.

Banking with Cypress feels different. We’re not just a number. The responsiveness, the tools, and the people—especially Ellen—made a huge difference. From helping us secure credit to answering questions quickly, we finally feel like we have a team that moves at our speed.

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.