Walter Rohwer
GBFriendly, helpful and always extremely Professional. 5 Stars for Accurate and always careful to provide the highest quality ofinformation in a timely manner. Your organization has always been highly professional and very wonderful to work with. The Customer Support Staff, especially Mary ext # 1012, has repeatedly provided outstanding advice, support and friendly service. The information provided has been very accurate and thorough. Her attitude has always been of the highest quality and customer friendly. Many thanks to Mary for her Professional Support and Service, the way service use to be, but is now very hard to find any more. I'd hire her, if given the opportunity and pay her well! On the standard Professional scale commensurate with the Excellence of 5 Star Customer Service Representative.
JoAnne Cruz
GBI 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.
I hope they do better
GBBetter 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.
Richard Hickey
GBExcellent 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!!
Deborah Faulkner
GBI 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!