Can't even begin to thank MARY BICKHAM. Can't even begin to thank MARY BICKHAM. Mary called me after many requests for HELP!! She was so darn KNOWLEDGEABLE, KIND BUT MOST OF ALL PATIENT!! She never lost her cool when I kept on saying "I don't get it", concerning my computer She SOFTLY kept on instructing me thru it. I feel so much better dealing with a company that appreciates the importance of having a MARY BICKMAN on your staff. Thank you MARY!!

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

Shining Star Yesterday, Cory Cooper ‘hung in there’ while I tried multiple times to open an attached form via email or text IT WAS AN RMD FORM NEEDED FOR 2023 INCOME TAX REPORT. I think I failed to open the attachment due to not having a PC. I think Cory has the patience of Job. Today, I asked him to pls send attachment to H&RBlock computer. He did so immediately. We finally opened the form. Cory is a SHINNING STAR KEEPER employee! Best Stratta employee ever.

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.

RMD made easy with Strata The young lady that I talked with walked me through paperwork I needed to fill out for my RMD. She was knowledgeable, helpful and very polite. I was finished in just a few minutes and confident that everything was in order. She also told me what to expect once my paperwork was received by Strata.