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Cypress Wealth ServicesFinancial advisor in Palm Desert, CA

Cypress Wealth Services is a financial advisor at 74150 Country Club Dr, Palm Desert, CA 92260, ranked #5 of 49 financial advisors in Palm Desert and rated 5.0 from 18 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Palm Desert, CAUpdated 0 paid placements in any rankingHow we rank

Call (760) 834-7250Website ↗

Key facts

Key facts about Cypress Wealth Services
Address74150 Country Club Dr, Palm Desert, CA 92260Get directions
Phone(760) 834-7250
Websitecypressws.com
HoursMonday to Friday: 8 AM – 4 PM
Google rating5.0 from 18 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Palm Desert and 8 towns within 25 miles: Rancho Mirage, Cathedral City, La Quinta, Indio, Palm Springs, Coachella, Desert Hot Springs and Yucca Valley.

Based in Palm Desert, CAView on map

Opening hours

Opening hours for Cypress Wealth Services
DayHours
Monday8 AM – 4 PM
Tuesday8 AM – 4 PM
Wednesday8 AM – 4 PM
Thursday8 AM – 4 PM
Friday8 AM – 4 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Cypress Wealth Services

How is Cypress Wealth Services ranked in Palm Desert?

Cypress Wealth Services is ranked #5 of 49 financial advisors in Palm Desert by RFA Score, with 68 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Cypress Wealth Services’ hours?

Cypress Wealth Services is open Monday to Friday. Its listed hours are Monday to Friday, 8 AM – 4 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Cypress Wealth Services serve?

Serves Palm Desert and 8 towns within 25 miles: Rancho Mirage, Cathedral City, La Quinta, Indio, Palm Springs, Coachella, Desert Hot Springs and Yucca Valley. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Cypress Wealth Services?

Cypress Wealth Services has a rating of 5.0 from 18 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Cypress Wealth Services?

Call Cypress Wealth Services on (760) 834-7250. The business is at 74150 Country Club Dr, Palm Desert, CA 92260. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Cypress Wealth Services compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Cypress Wealth Services (this business)—685.0 (18)NoNo
Ernesto Arcos Financial Advisor#3705.0 (45)YesNo5.5 mi
My Money My Freedom#4685.0 (31)YesNo6.8 mi
Cesar & Associates Health Plan Advisors#6675.0 (343)NoNo8.5 mi

See all 49 ranked financial advisors in Palm Desert