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!

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.

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!

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

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.