STRATA Trust

7901 Woodway Drive, 76712, Woodway, United States
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4.75
Based on 20 Reviews

5

90.00%

4

5.00%

3

0.00%

2

0.00%

1

5.00%
About STRATA Trust

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.

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kris Metz
GB

Debbie Kasper Ms. Debbie Kasper is the paragon of a customer focused employees. She shattered all of my expectations for how someone should care for customers.

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JoAnne Cruz
GB

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.

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Sarah P
GB

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.

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tiley Frost
GB

Extremely professional It became clear early on in our conversation with Our representative today that Strata really cared about providing solutions for our needs!

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Richard Hickey
GB

Excellent customer service from with Strada Trust today. Was my pleasure to work with two Strada Trust customer service representatives today, Heather and Mary. I enjoyed extremely professional and friendly service from both of these pleasant and well informed employees. They quickly diagnosed the issues involved, offered focused relevant advice. Following said advice helped resolve the issue. Thanks!.. always good svc from Strada!!

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