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... Se mer
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För att skydda plattformens integritet granskas både verifierade och overifierade omdömen av vår automatiserade programvara som är tillgänglig dygnet runt. Tekniken är utformad för att identifiera och ta bort innehåll som bryter mot våra riktlinjer, inklusive omdömen som inte är baserade på en äkta upplevelse. Vi är medvetna om att vi inte kan lägga märke till allt. Det går att flagga sådant som du tror att vi kan ha missat. Läs mer
Det här tycker kunderna
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... Se mer
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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... Se mer
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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... Se mer
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Företagsinformation
Skrivet av företaget
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.
Kontaktuppgifter
7901 Woodway Drive , 76712, Woodway, USA
- stratatrust.com
4,8
Utmärkt
2 tn omdömen
Har besvarat 100 % av sina negativa omdömen
Svarar vanligtvis inom 1 vecka
Så använder företaget Trustpilot
Se hur deras omdömen och betyg hämtas, betygsätts och modereras.
Strata Offers Options
Strata is a great company and keeps you informed. They provide good advice and assistance with RMDs and other issues.
11 juli 2025
Svar från STRATA Trust
Ronald,
We’re glad to hear that Strata has been helpful in keeping you informed and providing solid advice with your RMDs and other needs. Your feedback means a lot to us and We’re always here to assist whenever you need.
Warm Regards, Jessica Gaddy, Client Services Manager
Natalie was great
Natalie was kind to me (81 yr old with not a lot of tech skills). She was able to get my RMD done very quickly. I could understand her very well
10 juli 2025
Svar från STRATA Trust
Thank you so much for your kind words! We're delighted to hear that Natalie was able to assist you with care, clarity, and efficiency.
We appreciate you taking the time to share your experience!
Jessica Gaddy, Client Services Manager
Young lady I spoke with answered my…
Young lady I spoke with answered my questions and need immediately. She also coordinated the needed information to be able to complete the needed process. Excellent rating.
10 juli 2025
Svar från STRATA Trust
Thank you for your thoughtful feedback! We're so glad to hear that Natalie was able to assist you promptly and coordinate everything needed to complete the process smoothly. Your kind words and excellent rating mean a lot to us—and to her!
Best, Jessica Gaddy, Client Services Manager
Smooth
Customer Service: one of the best I have personally experienced. I have had my share of being placed on hold a half hour at a time, having to explain my intention only to be put off to another explaining again, etc. When you find a company that makes the experience smooth and fast, it makes you wonder why other companies won't improve.
10 juli 2025
Svar från STRATA Trust
Hi Gil,
We're thrilled to hear that Natalie provided such a smooth and positive experience. It means a lot to us to be compared so favorably, and we’ll be sure to share your feedback with her.
Warm regards, Jessica Gaddy, Client Services Manager
Brittany provided professional and…
Brittany provided professional and pleasant customer service. She was very knowledgeable and helped me execute my concern with excellence.
9 juli 2025
Svar från STRATA Trust
Thank you so much for your kind words! We're thrilled to hear that Brittany provided you with professional, pleasant, and knowledgeable service. We'll be sure to share your feedback with her — it will mean a lot. Thanks again for choosing STRATA Trust!
Jessica Gaddy, Client Services Manager
Customer Service Complaint.
Uncle Sam required me to take a wire transfer from my precious metals account. I filled out the information and returned it! Don't agree with this requirement but, it doesn't matter I guess! Recieved a call today from Stratta saying that I have to redo the form. I recieved the information from the caller and googled my bank here in Menomonie, Wisconsin. Peoples State Bank to learn of any special requirements to initiate a wire transfer! I gathered the information and called Stratta back. Whoever answered the call, twice was ridgidly unwilling to help me at all! Told me I had to redo the transfor form and send it back in! One gentleman, don't know his name but, he was in the process of helping me and then I was cut off! Called back and that lady, whoever she was, was of absolutely no help to fulfill the information they needed to do the wire transfer. My bank in Peoples State Bank here in Menomonie, Wisconsin. They have a website and on that website there are specific instructions to complete a wire transfer!
I finally called back for the 5th time and Thank God Lara Reid answered! She listened to me explain my problem with the wire transfer and she went the extra distance to contact the right department to fulfill this wire transfer requirement! I had spent an hour on the phone and Lara and the Unknow Gentleman were the only two that went the extra distance to help me! She was everything I hoped for and provided me with Excellent Customer Service! Her Customer Skills were very apparent and that has to be recognized! Great job Lara, your the best! Thank you again!
9 juli 2025
Omdöme utan inbjudan
Svar från STRATA Trust
Gregory,
Thank you so much for taking the time to share your experience. We're sorry to hear the process was frustrating at times, but we're truly glad Lara was able to step in and provide the support you needed. We’ll be sure to recognize her for going above and beyond.
We appreciate your patience—and your kind words mean a lot!
Sincerely, Jessica Gaddy, Client Services Manager
Svar från STRATA Trust
Hi Donald,
Thank you for your kind words! We're so glad to hear that Heather consistently provides you with excellent and friendly support. We'll be sure to share your feedback with her—it will absolutely make her day!
Warm regards, Jessica Gaddy, Client Services Manager
Josh handled everything fast and…professional
Josh handled everything fast and professional.
8 juli 2025
Svar från STRATA Trust
Hi Timothy,
This 5-star review is wonderful to see, and I can't wait to share with Joshua that his efficiency and professionalism was called out in such a positive manner!
Thanks! Jessica Gaddy, Client Services Manager
Best customer service representative
My task was a simple one (change of address and phone number) but with all the security from fraud these days my representative was patient, pleasant, and most helpful person I've had the pleasure to assist me. She stayed on the phone until everything was changed and submitted to make sure all went well. As it turned out there was a problem with the phone number change but she noted the issue and she said she would update me with the solution. She was truly a pleasure to work with.
8 juli 2025
Svar från STRATA Trust
Edward,
We're thrilled to hear that Heather provided patient, pleasant, and thorough support throughout your change of address and phone number. Our team is committed to making sure every detail is handled with care, and it's wonderful to know she stayed with you through the entire process.
Thanks again for your trust in us!
Warmest Regards, Jessica Gaddy, Client Services Manager
My associate was so patient.
The associate I worked with, Brittany, was so patient with my lack of tech skills. She guided me through the process of setting up auto pay for my account with great skill and expertise.
I have now successfully signed up for auto pay.
Thank you Brittany
8 juli 2025
Svar från STRATA Trust
Thank you for your wonderful feedback! We're so glad to hear that Brittany was able to guide you through the auto pay setup with patience and expertise. She truly enjoys helping our customers, and we’ll make sure she sees your kind words.
Sincerely, Jessica Gaddy, Client Services Manager
Transaction payment
Called Strata for transaction problem Joshua answered and quickly remedied the problem and he was quite courteous and professional Thank you
8 juli 2025
Svar från STRATA Trust
Stephen,
Thank you so much for your kind words! We're delighted to hear that Joshua was able to assist you quickly and professionally. Please let us know when we can assist with your self-directed IRA needs in the future!
Best Regards, Jessica Gaddy, Client Services Manager
STRATA has competent customer service
STRATA has competent customer service. I know this because now and in the past I’ve had to use them in helping me understand different aspects of my investment. Strata keeps you posted on everything going on extremely well.
7 juli 2025
Svar från STRATA Trust
Thank you for your continued trust and thoughtful review! We're glad to hear that our team has been able to assist you consistently and clearly when it comes to your investments. We truly value your feedback and your relationship with us.
Best Regards, Jessica Gaddy, Client Services Manager
She helped me through each step until…
She helped me through each step until my account update was complete!
2 juli 2025
Svar från STRATA Trust
Hi Kathy,
Thanks for the great feedback! We're so glad to hear that Heather was able to guide you through each step and ensure your account update was completed smoothly. Her patience and dedication make her an incredible part of our team, and we’re happy to hear she made your experience a positive one.
Sincerely, Jessica Gaddy, Client Service Manager
Strata web system is very secure!!
Heather Krostroun was exceptional in her knowledge of the website and systems and was a big help today!! What a blessing!!
3 juli 2025
Svar från STRATA Trust
Thank you so much for your wonderful feedback! We're delighted to hear that Heather was able to provide such exceptional support. Her knowledge and dedication truly shine, and we're so glad she was able to be such a blessing to you today!
Warmest Regards, Jessica Gaddy, Client Service Mananger
Cory Cooper and Melissa Stead are…
Cory Cooper and Melissa Stead are always so helpful and eager to help!! their customer service is off the chart. always pleasant and accommodating to the techonolically inferior like myself
3 juli 2025
Svar från STRATA Trust
John,
Thank you so much for your kind words! We're thrilled to hear that Cory and Melissa have made such a positive impact on your experience. They truly go above and beyond to make sure everyone feels supported—tech-savvy or not! 😊
Thanks Again, Jessica Gaddy, Client Service Manager
Excellent professional service
Excellent professional service. Joshua has helped me several times in the past and he is always very pleasant, efficient, and professional.
3 juli 2025
Svar från STRATA Trust
Hi Eduardo,
We are elated to hear that Joshua is consistent in providing pleasant, professional and efficient service!
Best Regards, Jessica Gaddy, Client Service Manager
Svar från STRATA Trust
Hello Bette,
Thank you for taking the time to leave this wonderful 5 star review!
Jessica Gaddy, Client Service Manager
Svar från STRATA Trust
Alan,
Seeing reviews like yours is such an encouragement to the STRATA Team! We are so happy that we've hit the mark, yet again! Thanks for sharing!
Jessica Gaddy, Client Services Manager
Awesome people to deal with all the…
Awesome people to deal with all the time. Simple- easy process if you get the required information back to them in short order.
13 juni 2025
Svar från STRATA Trust
Hi John,
Thank you so much for taking the time to leave this awesome, 5 Star review!
Sincerely, Jessica Gaddy, Client Services Manager
Heather Kostroun went above and beyond…
Heather Kostroun went above and beyond in handling an issue I was having transferring stock certificates from another company. She was awesome and got the job done!
30 maj 2025
Svar från STRATA Trust
It's wonderful to hear that you've been taken care of thoroughly by Heather! Thank you for sharing your experience with us!
Best, Jessica Gaddy, Client Services Manager
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