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!

Heather was extremely helpful this… Heather was extremely helpful this afternoon in getting my distribution processed. She also took the extra time to setup a digital signature for me for future transactions, and it was just a refreshingly pleasant experience overall. In this day and age, it's unfortunately getting less common for people to take the extra time to accommodate you. Thanks, Heather!

I always get clear answers and… I always get clear answers and instructions when I call Strata Trust with any questions or concerns. I never have to wait for half an hour (sometimes more) to speak to a representative which is the case at many reputable institutions lately. Great customer support!

Heather Kostroun helped me set up my… Heather Kostroun helped me set up my portal. She was so patient but very professional as I stumbled through the different processes. Heather is a definite asset to your company. Very knowledgeable. Thank you Heather!

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