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.

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.

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.

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.

Spoke woth Corey today and was by far… Spoke woth Corey today and was by far the best customer service i has un years. He was very patient with me, very knowledgeable and able to resolve all my issues