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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Donna Powers
GB

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.

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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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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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Kathy Slattery
GB

Can't even begin to thank MARY BICKHAM. Can't even begin to thank MARY BICKHAM. Mary called me after many requests for HELP!! She was so darn KNOWLEDGEABLE, KIND BUT MOST OF ALL PATIENT!! She never lost her cool when I kept on saying "I don't get it", concerning my computer She SOFTLY kept on instructing me thru it. I feel so much better dealing with a company that appreciates the importance of having a MARY BICKMAN on your staff. Thank you MARY!!

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Alfonso Cammarata
GB

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

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