STRATA Trust Omdömen 1 767

Heather Kostroun was so friendly and pleasant! It took quite awhile to resolve my request because I had trouble changing my password, but she stuck with me! Instead of my phone call being frustrating, she made it a pleasant conversation and helped me all the way through! She also explained some things I didn't understand. She's a gem!!

Heather Kostroun did an excellent job helping me with my IRA RMD distribution. She probably spent approximately 1 hour on the phone helping me. She did an excellent job and I commend her for a job well done.

The lady that helped me today was excellent !

10.07.25-Heather was so helpful, patient and courteous to help out with the mishap of an important email going to spam leaving me in a lurch. Email can do some strange things. Thank you Heather for your help and kindness. Have a wonderful day.

Both of the customer service representatives were pleasant and helpful in assisting me with navigating the Strata site. I needed to change my password and add another payment method to my account. They really showed they cared about my needs.

Michelle was sooo helpful. She helped me through the maze of paperwork. She definitely is a keeper.

Well, its kind of hit or miss with customer support. The wait can be long. And I have been disconnected at the end of a long wait. Upon reaching a representative- they are usually helpful. I call when I am having difficulty completing/submitting documents, i.e. beneficiary designations.

The company was helpful and offered to support me in my financial transactions.

This was my first time trying to access forms for an annual distribution and Britany was very patient and kind while assisting with the process. She helped make the experience stress-free!

Quick and polite service with your representative.

Assistance you gave me in setting up.My account was just wonderful, simple.And fast.

Michelle did a great job. Very short wait in the phone Q.

Always great service from the staff at StrataTrust

Brittany, Strata's Representative! Google review completed.
Brittany Sisneros is an excellent representative for Strata! Brittany was very, very patient! She took the time to listen and understand to what my concerns were and was able to help me with it. I needed to know which radio dial to choose to add an attachment regarding a Certification of Trust to my account. She explained everything and I was totally satisfied! If I ever have to call for other information or concerns, I will definitely ask to speak to Brittany FOR HER EXCEPTIONAL CUSTOMER SERVICE SKILLS! Thank you, Brittany! I really appreciated you assisting me!!!!!
Patty H.

The service person was very understanding, and I felt comfortable speaking with her as she helped me with the issue I had called about. Problem solved.

Customer Service!!!!! I felt like they were my neighbor or someone that knew my family.
The way life should be. Sweet , kind and thoughtful.

The client services associate, Marissa Garcia, was genuinely kind and extremely efficient.

I called Strata’s Customer Service on Thursday for help regarding my RMD since it was a 1st for me to do. Brittany patiently walked me through each step with respect and kindness.

The next day I had the same experience with Sandra when I needed to pay a fee connected to the day before since I was having trouble accessing my account. She was as well patient, respectful and kind.

This speaks volumes about who Strata is as well as Dr. Elliott using them who I highly respect for his values.

Much appreciation to Dr. Elliott, Strata, Brittany and Sandra.

From a ‘baby boomer’.

Finally found an agent who really helped me negotiate my RMD so I understood how to proceed with taking the approperiate steps to cashing out with gold rather than cash.