STRATA Trust Omdömen 1 767

The young lady I spoke with Natalie was amazing. I had a lots of questions and she walked me through them and filling out paperwork online. She was always super pleasant every time I spoke with her and so helpful, She also returned my calls promptly and I really appreciated that. You need to keep this girl!

We called 3 times for help with Cathy's RMD, and Heather, Cory, and Mary all helped us with maximum care and patience. They were all great!

I phoned in with three questions as they relate to my accounts. Each question was addressed very specifically and methodically. I sincerely appreciate the professionalism, thoroughness, and ability to resolve my concerns. Well done!

Natalie was very helpful and great at helping me through the process. I was very frustrated with the online withdrawal request process and at my witts end she was very compassionate to my problem and tenderly walked me thru, she is a great asset for your team

Heather was very professional and helpful

From start to finish, I have been helped in a timely, professional, and personal way. This made the process feel seamless and unfrazzled and for that I am so very grateful. Thank you!!

I was fortunate enough to get to talk to Melissa Stead today. At 76, I struggle with on-line account issues and she was both patient and clear and helped me resolve a very frustrating issue of my e-mail not working. I was then able to do the required withdrawal, based on my age, so that I will be right with the requirements for this type of savings account. Thank you Melissa! They should give you a raise!

Marissa helped me on 2-28-25. She was patient, kind, respectful and answered all of my questions. She also helped me accomplish the tasks I needed to do during the conversation, which was helpful to me. She is an A+ asset to your team at Strata.

I lost my husband 5 months ago and have been trying to open my own account to transfer his precious metals. I struggled getting help every time I called Strata until today. Heather was the nicest, most helpful person I spoke with in all my interactions with Strata. She helped me entirely complete the application and set my expectations for the next steps. I am grateful for her help.

Aliyah was extremely helpful, knowledgeable and patient with me as she helped me set up and access my account! Thank you!

I initially decided to invest with Stratatrust, excited about the potential returns, and made my first deposit to start. However, I have encountered some concerning issues since then. For one, I’ve noticed that when it’s time to reinvest and grow my income, the company often requires additional fees, which weren’t clearly disclosed upfront.

Recently, I was told that the website was undergoing an "upgrade," and in order to continue, I needed to deposit more money to migrate to the new platform. This request felt a bit suspicious, as it wasn't mentioned in the beginning, and I’m unsure if this is a legitimate upgrade or a way to pressure me into investing more.

While I’m still waiting to see how things unfold, I’m hesitant and frustrated by these unexpected fees and requirements. I would advise others to be cautious and carefully assess the terms before committing further funds. Transparency and communication are key, and so far, Stratatrust has fallen short in that regard.

The last gentleman that I spoke to helped me very much.

I have had a couple of things I had to talk to several different representatives but each one was able to lead me through each step. Everything has been taken care of except for waiting for Kirk Elliott’s team to complete the final step. Everyone with Strata has been great! Geneva Shipp

Eric Rivas was the 3rd person that I talked to at Strata Trust. With his previous banker background, he understand what I had experience the agony.

Great people help with all questions and needs!'

Heather was fantastic and had a lot of patience with me, since I’m a senior citizen, and have additional memory issues, I am dealing with! I had to change, reset, my password, and it took me several minutes to do it. She was so great and sweet with her patience, and she’s the type of employee, or granddaughter I would love to have!!

If I could give this company a zero, I would. With gold ever on the rise, we thought it would be a good investment. Strata’s holding fees are high and then when you want to check on your investment, you can’t get anyone to respond to you. Horrible communication. They act like they can’t help you or they just don’t want to help you. Very antiquated system of investment. No online presence of checking your investment, so you are in the dark about what your investment is worth. I would run from this company. The price of gold had risen from the time we had invested, but we lost thousands when we decided to pull out.

I found Marissa and all your staff efficent friendly and willing to be patient with all their customers. Great job !
Made my learning curve much easier !

Great Service as always!

This is my first year to hit tax time and work with metals in my RMD area. Keaton was helpful, well versed and helped me feel I made the right decision for this year. Instead of just giving me instructions, he actually walked me through the process, which made it so much easier for someone my age. Thank you, Keaton.