Working with Cypress Bank & Trust has been a game changer for our organization. As the Executive Director, 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. He brings a thoughtful, steady approach that aligns with our mission and long-term goals. We are now operating from a place of strength and that is thanks to the support and expertise of the team at Cypress.
CLIENT SPOTLIGHT
Bonnie Matz, St. Francis Manor
- Bonnie
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Thom Wolek
Dr. Kevin James &, Dr. Ciara James, James Family Dentistry
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.
Chris Mazzarella, Owner of Mazzarella Automotive
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.
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.
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.
Mark Asselin, Performance Electrical Contracting Inc.
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.