I recently needed help re-establishing my password, and made a payment on my wife's account. Your associate, Genesis, was extremely helpful, and was very patient while I was working through the co... Näytä lisää
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I was dreading having to fill out an online form which I had tried yesterday to fill out. I got bogged down yesterday when I tried to fill it out myself and gave up yesterday afternoon. But... Näytä lisää
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When I called Strata, I was connected to Wendy Davis. I had many many questions concerning my account and how to manage it. Her customer service was most excellent as she patiently walked me through t... Näytä lisää
Yritys on vastannut
Each and every time I get on the phone with anyone from Strata Trust , it is a very positive experience . My entire life savings is in great hands with these very concerned individuals . I even... Näytä lisää
Yritys on vastannut
Yrityksen tiedot
Yrityksen kirjoittama
Leading self-directed IRA custodian for investors seeking to diversify their retirement portfolio with alternative investments - real estate, private equity, crowdfunding and more, and serving investment professionals, sponsors and platforms nationwide.
Yhteystiedot
7901 Woodway Drive , 76712, Woodway, Yhdysvallat
- stratatrust.com
4,8
Erinomainen
2 t. arvostelua
On vastannut 100 %: iin saamistaan huonoista arvosteluista
Vastaa yleensä 1 viikon sisällä
Kuinka tämä yritys käyttää Trustpilotia
Tutustu arvostelujen ja arvosanojen lähteisiin, pisteytykseen ja moderointiin.
The best and kindest customer service!
Cory Cooper was awesome! He guided me step by step through the process I needed to complete and he was very patient and compassionate. I highly recommend!
12. syyskuuta 2025
Vastaus yritykseltä STRATA Trust
Beth,
Thank you so much for your kind words and recommendation! We're thrilled to hear that Cory provided such excellent support and made your experience a smooth one. We'll be sure to pass along your feedback—he'll be glad to know his patience and guidance made a difference!
Thanks Again,
Jessica Gaddy, Client Services Manager
You have a complicated website which…
You have a complicated website which takes many steps to navigate. I am still trying to find a change of beneficiary form.
Your client services rep. Brittany Sisneros, was very helpful, very patient, and knows her stuff!
Bill Cox
10. syyskuuta 2025
Vastaus yritykseltä STRATA Trust
Hello Bill,
I apologize that you had trouble locating the form you needed but I'm very happy to hear that Brittany was able to assist you with patience and knowledge! When you get a chance, please visit our website again, as it was updated as of last Thursday!
Jessica Gaddy, Client Services Manager
Finally, Resolved in a Flash
Unfortunately, my e-message communications regarding a pressing problem were met with form replies that ignored the main issue. A last form reply delayed when the matter would be considered. Finally, calling and getting to talk directly with the thoughtful and tactful Brittany Sisneros, at 866.928.9394, the situation was resolved in a flash, thankfully, making for a much more positive memory. — Author of "Getting Teens to Write: Writing for Real"
9. syyskuuta 2025
Vastaus yritykseltä STRATA Trust
Hello There,
Thank you for sharing your experience. We sincerely apologize for the initial frustration caused by our email communication — that’s certainly not the level of service we aim to provide. We're grateful you reached out by phone and that Brittany was able to resolve the issue quickly and thoughtfully. Thank you again for your patience, and for giving us the opportunity to make things right.
Best Regards,
Jessica Gaddy, Client Services Manager
The personnel that I worked with were…
The personnel that I worked with were extremely helpful in taking care of my request.
They were very pleasant, and informative.
4. syyskuuta 2025
Vastaus yritykseltä STRATA Trust
Hi Patricia,
Thank you for your kind feedback! We're happy to hear our team was helpful, pleasant, and informative while assisting you. It's always our goal to make every interaction a positive one — we truly appreciate your support! Have a wonderful day!
Jessica Gaddy, Client Services Manager
I have found every individual at this…
I have found every individual at this company to be truly customer oriented
3. syyskuuta 2025
Vastaus yritykseltä STRATA Trust
Jon,
Thank you for your thoughtful feedback! We're so glad to hear you've consistently had positive experiences with our team. Providing excellent, customer-focused service is something we truly value — and we're grateful for your trust and kind words.
Jessica Gaddy, Client Services Manager
I spoke with a representative today…
I spoke with a representative today about my RMD, Britney, I believe is her name. She was most helpful, kind and patient. I would give her 10 stars... Thank You So Much!
3. syyskuuta 2025
Vastaus yritykseltä STRATA Trust
Thank you so much for your kind words! We’re thrilled to hear Brittany was able to assist you so well. We’ll be sure to pass along your compliments — 10 stars will make her day! We truly appreciate you taking the time to share your experience.
Sincerely, Jessica Gaddy, Client Services Manager
Very good service guiding me through a…
Very good service guiding me through a task I don't do everyday. Outlined 1,2,3 what to do.
27. elokuuta 2025
Vastaus yritykseltä STRATA Trust
Rick,
Thank you for taking the time to leave this great review of the service you received from our team.
Best Regards,
Jessica Gaddy, Client Services Manager
I am so pleased at the excellent customer service I received today.
Heather was very helpful getting my profile updated. She went above and beyond getting my password reset and setting up auto pay for my annual fee. I appreciate the great customer service I received today. Thank you again Heather.
28. elokuuta 2025
Vastaus yritykseltä STRATA Trust
Brenda,
We are so happy to hear that Heather was able to assist you with logging in and getting your auto pay set up! Thank you for sharing this amazing feedback!
Best, Jessica Gaddy, Client Services Manager
Strata is an incredible company and…provides a high level of customer service.
Strata is an incredible company and their employees are friendly, engaging and knowledgeable. I would like to give a shout out to Lara Reid in particular. She was able to answer all our questions and concerns. Super employee and example for your company! Thanks Strata and Lara for providing excellent customer service.
19. elokuuta 2025
Oma-aloitteinen arvostelu
Vastaus yritykseltä STRATA Trust
Thank you for your wonderful feedback! We’re thrilled to hear about your positive experience with our team and truly appreciate your kind words about Lara.Thank you for choosing Strata — we’re grateful for your trust and support!
Professionalism and caring attitude.
Professionalism and caring attitude of the staff.
19. elokuuta 2025
Vastaus yritykseltä STRATA Trust
Thank you for your thoughtful comment. We're committed to providing both professional service and genuine care in every interaction. It means a great deal to know that came through in your experience with our team. We're always here to support you.
Best,
Jessica Gaddy
Client Services Manager
Vastaus yritykseltä STRATA Trust
Thank you for your kind words. We're glad we could provide the patience and support you needed while completing the forms.
Jessica Gaddy, Client Services Manager
I’m a son that had too deal with the…
I’m a son that had too deal with the death of his father. The people at Strata were kind and helpful through a difficult process. Each time I reached out for assistance; I received consistent support with solid communication between multiple departments. Thank you Heather and Strata Trust for all your help.
18. elokuuta 2025
Vastaus yritykseltä STRATA Trust
"Thank you so much for your kind words. We are truly sorry for your loss, and we’re honored to have been able to support you during such a difficult time. It means a great deal to know that our team—especially Heather—was able to provide the guidance and care you needed. We strive to make every interaction as supportive and seamless as possible, and we're grateful for the trust you placed in us. Please don’t hesitate to reach out if we can ever be of service again.
Jessica Gaddy, Client Services Manager
Agent was very helpful and very…
Agent was very helpful and very knowledgeable. She took the time to explain everything and she was very understanding.
15. elokuuta 2025
Vastaus yritykseltä STRATA Trust
Thank you for your kind feedback! We’re delighted to hear that our agent provided helpful, knowledgeable service and took the time to explain everything clearly.
Sincerely,
Jessica Gaddy
Client Services Manager
The last 10 years with Strata have been excellent
Everything over the last 10 years has been handled very well. Reporting and documentation are excellent. They are trustworthy and they do have decent people to work with. One in particular is Heather Kostroun. She has the experience and knowledge to identify and solve problems quickly.
13. elokuuta 2025
Vastaus yritykseltä STRATA Trust
Thank you for your continued trust over the past 10 years. We’re especially proud to have team members like Heather Kostroun, whose experience and dedication make a meaningful difference. Your kind words mean a great deal to all of us at STRATA.
Best, Jessica Gaddy, Client Services Manager
Outstanding customer service providing…
Outstanding customer service providing me with all the information needed to make my financial move.
7. elokuuta 2025
Heather stayed with me the whole time…
Heather stayed with me the whole time when completing the required form which was great because of the difficulties I had completing it. I had to refresh the screen a couple times for NEXT button to turn blue from gray.
6. elokuuta 2025
Role model employee
The patience and kindness of Heather. Her knowledge of product and ability to analysis the issue to be resolved. She took action. A role model for other reps. They could benefit from her manner and expertise. A valuable employee.
5. elokuuta 2025
Excellent Service
Someone is always there to answer the phone and are knowledgeable on the topics I need. Thank you, great job.
5. elokuuta 2025
Vastaus yritykseltä STRATA Trust
Steven, Thanks so much for this wonderful 5 star review! The STRATA Team definitely appreciates it!
Best, Jessica Gaddy, Client Services Manager
Excellent Customer Service from Cory
Excellent Customer Service from Cory. He has been very helpful explaining how to process contributions, distributions, and buying/selling investments for my self-directed IRA accounts. THANKS CORY!!
5. elokuuta 2025
Vastaus yritykseltä STRATA Trust
Thank you for the great feedback! We're thrilled to hear that Cory provided excellent support and helped clarify the contribution, distribution, and investment processes for your self-directed IRA. We’ll be sure to pass along your kind words — thanks again for taking the time to share!
Jessica Gaddy
Client Services Manager
Brittany was patient and professional…
Brittany was patient and professional and walked me through the process with ease.
5. elokuuta 2025
Vastaus yritykseltä STRATA Trust
Thank you for taking the time to leave this 5-star review! We're so pleased to hear that Brittany was both patient and professional while walking you through the process!
Thanks again! Jessica Gaddy, Client Services Manager
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