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.

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.

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!!

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!

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.