Strata cares for it's customers Ms. Elissa was very polite and extremely knowledgeable and helpful. She was also very efficient and timely. She was genuine and showed care.

I had a situation where I didn't know… I had a situation where I didn't know how to proceed with my IRA roll-over. I called Strata and got to speak with Mary. She was so helpful on the phone and she immediately sent me the forms via email that I needed to fill out to complete my transaction. She was so patient in repeating the instructions so I could complete it. I filled out the forms and mailed them, same day. I'm so grateful for her help. She's great at customer service!

Great Customer service Mary was the Representative who had helped me the transaction that I wanted to choose. Her knowledge of how things work, answered all my questions and concerns, along with her professionalism was really OUTSTANDING!! Mary is definitely an asset to the Strata Trust Company. Thanks again Mary!

Better only give them 1 task to do at a… Better only give them 1 task to do at a time. You will need to move up one lever from the person that answers the phone to get a real answer.

I was very confused about my fees and… I was very confused about my fees and needed to make sure they were paid securely. Heather assisted me by phone. Together we went through the auto pay set up on my computer. She was VERY helpful and patient.