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!

Great Customer service Mary was the Representative who had helped me the transaction that I wanted to choose. Her knowledge of how things work, answered all my questions and concerns, along with her professionalism was really OUTSTANDING!! Mary is definitely an asset to the Strata Trust Company. Thanks again Mary!

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!

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.

Customer Service Customer Service. More often than not it's typically a whole series of prompts and forced listening to company tutorials. Heather picked up the phone and assisted me with patience and ease. Very satisfied.