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
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Travis Whitfield
Cypress Bank & Trust—and especially Theo—took the time to understand my business and built a plan where my excess liquidity could be deployed to increase my profitability.
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!’
Raphael Lima, Associate Portfolio Manager
Professionally, I have grown tremendously since joining in Cypress. I’m proud to be part of an organization that cares about my professional & personal growth, and strives in giving back to the community in which it serves.
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.
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.
