Cypress Bank & Trust’s team has been a steady presence in my family’s life for over 15 years, guiding us through every stage—when my parents were healthy, as they aged, and after they passed.
From the beginning, their team provided expert guidance and ensured my parents had a solid financial plan in place. As they aged, the team remained by our side, offering thoughtful advice and personal support that went beyond just managing assets—they gave us peace of mind.
When the time came to settle their estate, 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. They offered guidance that preserved our family harmony, ensuring my parents’ wishes were honored and our family was protected.
Cypress wasn’t just a bank; they were a trusted partner through all of life’s transitions. Thanks to their expertise, compassion, and unwavering support, we navigated estate planning and financial decisions with confidence. I will always be grateful for the personalized care they provided.
CLIENT SPOTLIGHT
Helen Bryan
- Helen
Related Testimonials
EXPLORE MORE STORIES
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.
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.
Ryan McCain, Barfield McCain Ayoub PA
They took the time to understand our goals, provided clear guidance on our options, and presented us with a financing package and terms that were more competitive than the other lenders we interviewed.
Kelly Butz, Tradewinds Consulting
When I hear someone is looking for a new banking relationship, I love to refer them to Cypress Bank & Trust. When they ask me who they should ask for when they call, my reply is always the same — ‘Whoever answers the phone will make sure you are well taken care of!’