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.

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.

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.

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.