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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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.
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.
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.
The McEldowney Family, Owners of Pinch a Penny®
We absolutely love Cypress Bank & Trust. We have both Business and Personal accounts with them. We run our business with Trust, Respect, and a Handshake—values that are increasingly rare to find.
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.
Critical Frequency Design
With their guidance, we’ve moved faster, hired smarter, and turned opportunities into contracts.
