Winter Haven Office

From our first visit we were welcomed like family you never knew you had. They care very much about their customers and this shows in the way they follow through with attention to detail and clear communication.

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.

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.

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.

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!’

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.

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.