STRATA Trust

7901 Woodway Drive, 76712, Woodway, United States
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4.75
Based on 20 Reviews

5

90.00%

4

5.00%

3

0.00%

2

0.00%

1

5.00%
About STRATA Trust

Leading self-directed IRA custodian for investors seeking to diversify their retirement portfolio with alternative investments - real estate, private equity, crowdfunding and more, and serving investment professionals, sponsors and platforms nationwide.

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customer Lorrie
GB

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!

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Deborah Faulkner
GB

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!

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Walter Rohwer
GB

Friendly, helpful and always extremely Professional. 5 Stars for Accurate and always careful to provide the highest quality ofinformation in a timely manner. Your organization has always been highly professional and very wonderful to work with. The Customer Support Staff, especially Mary ext # 1012, has repeatedly provided outstanding advice, support and friendly service. The information provided has been very accurate and thorough. Her attitude has always been of the highest quality and customer friendly. Many thanks to Mary for her Professional Support and Service, the way service use to be, but is now very hard to find any more. I'd hire her, if given the opportunity and pay her well! On the standard Professional scale commensurate with the Excellence of 5 Star Customer Service Representative.

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Richard Hickey
GB

Excellent customer service from with Strada Trust today. Was my pleasure to work with two Strada Trust customer service representatives today, Heather and Mary. I enjoyed extremely professional and friendly service from both of these pleasant and well informed employees. They quickly diagnosed the issues involved, offered focused relevant advice. Following said advice helped resolve the issue. Thanks!.. always good svc from Strada!!

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Roger Ayers
GB

Outstanding Customer Service Ms. Mary was kind and patient. With her knowledge and expertise my issue was resolved quickly. She was a pleasure to work with. She is truly a professional. Thanks!

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