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Cypress Wealth Services

★★★★★★★★★★5.011 Google reviews✓ Verified on Google#5 of 38 firms in Palm Desert
Financial Planning in Palm Desert, CA · Open Monday, Tuesday, Wednesday, Thursday · ✓ Listing checked September 2026 · Viewed 1,140 times

Contact Information

Address74150 Country Club Dr
Palm Desert, CA 92260
Map and directions
Phone(760) 834-7250
Websitecypressws.com
CategoryFinancial Planning · Financial planner, Financial advisor, Financial consultant
Servicesfinancial planning, advisory

About Cypress Wealth Services

Cypress Wealth Services is a financial planning in Palm Desert, California offering financial planning, and advisory. It holds a 5.0★ Google rating across 11 reviews — among the highest-rated in Palm Desert. 100% of those reviews are 4- or 5-star. Its Google Business Profile is verified. Its 5.0★ rating is above the Palm Desert average of 4.5★ across 76 rated firms.

Hours

Monday8AM-4PM
Tuesday8AM-4PM
Wednesday8AM-4PM
Thursday8AM-4PM
FridayClosed
SaturdayClosed
SundayClosed
Google rating breakdown5.0 · 11 reviews
5★11
4★0
3★0
2★0
1★0

Aggregate review counts from Google.

Details

  • Wheelchair accessible entrance
  • Wheelchair accessible parking
  • Wheelchair accessible restroom
  • Restroom
  • Requires appointments
  • Recommends appointment

Questions about Cypress Wealth Services

Where is Cypress Wealth Services located?
Cypress Wealth Services is located at 74150 Country Club Dr, Palm Desert, CA 92260.
What are Cypress Wealth Services's hours?
Open Monday, Tuesday, Wednesday, Thursday. Full hours are listed on this page and on the firm's Google Business Profile.
How do I contact Cypress Wealth Services?
You can reach Cypress Wealth Services by phone at (760) 834-7250, and through its website.
What services does Cypress Wealth Services offer?
Cypress Wealth Services is categorized as a financial planning, offering financial planning, and advisory. Contact the firm to confirm current service offerings.

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Listing compiled from public sources and last refreshed in September 2026. Ratings are aggregate Google ratings, attributed to Google. Confirm hours and licenses with the firm before you visit or hire. Request removal or correction.