STRATA Trust Opiniões 1767

TrustScore: 5 em 5

4,8

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Leia as opiniões dos outros

Classificada 5 em 5 estrelas

I recently needed help re-establishing my password, and made a payment on my wife's account. Your associate, Genesis, was extremely helpful, and was very patient while I was working through the co... Ver mais

A empresa respondeu

Classificada 5 em 5 estrelas

I was dreading having to fill out an online form which I had tried yesterday to fill out. I got bogged down yesterday when I tried to fill it out myself and gave up yesterday afternoon. But... Ver mais

A empresa respondeu

Classificada 5 em 5 estrelas

When I called Strata, I was connected to Wendy Davis. I had many many questions concerning my account and how to manage it. Her customer service was most excellent as she patiently walked me through t... Ver mais

A empresa respondeu

Classificada 5 em 5 estrelas

Each and every time I get on the phone with anyone from Strata Trust , it is a very positive experience . My entire life savings is in great hands with these very concerned individuals . I even... Ver mais

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Informações sobre a empresa

  1. Serviços de finanças alternativos

Escrito pela empresa

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.


Informações de contacto

  • 7901 Woodway Drive , 76712, Woodway, Estados Unidos da América

  • stratatrust.com

4,8

Excelente

TrustScore: 5 em 5

2 mil opiniões

5 estrelas
4 estrelas
3 estrelas
2 estrelas
1 estrela

Respondeu a 100% das suas opiniões negativas

Geralmente responde dentro de uma semana

Como esta empresa usa o Trustpilot

Veja como as respetivas opiniões e classificações são obtidas, classificadas e moderadas.

Na Trustpilot, as empresas não podem oferecer incentivos ou pagar para esconder opiniões. As opiniões pertencem a cada um dos utilizadores e não à Trustpilot. Saber mais

Classificada 5 em 5 estrelas

Eric Rivas, Outstanding

Eric Rivas was patient, and helped me with more than one issue and questions I had, even suggesting something I wouldn’t have asked for, which will make my whole RMD experience easy.
We talked for some time, even though it was “ closing time”, as he kindly guided me through some simple errors on my part.
I feel confident going forward, and at ease, thanks to Eric!

26 de janeiro de 2025
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Resposta da STRATA Trust

Thank you for the outstanding review regarding Eric! We strive to provide the best possible service and your review reaffirms that goal. We look forward to serving you in the future.

Thank you, Jessica Gaddy Client Services Manager

Classificada 5 em 5 estrelas

Heather Kostroun was really phenomenal…

Heather Kostroun was really phenomenal for me! She explained everything to me and was a pleasure to work with! Her knowledge was exceptional. I could not have asked for anyone better to work with, again. It was a pleasure to talk with her!

24 de janeiro de 2025
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Resposta da STRATA Trust

It's wonderful to hear that you've been taken care of thoroughly by Heather! Thank you for sharing your experience with us!

Best, Jessica Gaddy, Client Services Manager

Classificada 5 em 5 estrelas

The secret to success is.... Eric!

Eric walked with me through a very challenging connectivity problem involving my profile and passwords. He was infinitely patient and empathetic - and together we succeeded after many tries. If he were my employee, I'd give him a raise!

21 de janeiro de 2025
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Resposta da STRATA Trust

Thank you so much for such a fantastic review! We are delighted to hear that Eric was instrumental in your experience. We look forward to servicing your future needs.

Best Regards,

Jessica Gaddy, Client Services Manager

Classificada 5 em 5 estrelas

Heather heard my issue, made things "right"

Heather heard my issue and found a good way to make things "right". I especially appreciated her patience as I removed my attention from her onto navigating the on-line steps I needed to do.

15 de janeiro de 2025
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Resposta da STRATA Trust

We appreciate your feedback regarding the service you recently received from Heather. We are committed to providing the best possible service and it looks like we hit the mark. Again, thank you for leaving such positive feedback!

Jessica Gaddy, Client Services Manager

Classificada 5 em 5 estrelas

Marissa the representative who helped…

Marissa the representative who helped me was amazing, informed, efficient, and lovely to deal with.

17 de janeiro de 2025
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Resposta da STRATA Trust

Elizabeth,

Marissa is one of the newest members of the STRATA team and we are so delighted to have her on board! Sharing your review with her and the rest of STRATA will be a pleasure!

Thank You, Jessica Gaddy, Client Services Manager

Classificada 5 em 5 estrelas

Very professional

Very professional and patient with my questions and well able to clarify and better understand the process and info I needed. Excellent!

17 de janeiro de 2025
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Resposta da STRATA Trust

It's awesome to hear that your call was handled in such a professional manner. Thank you for taking the time to leave this excellent review!

Best, Jessica Gaddy, Client Services Manager

Classificada 5 em 5 estrelas

Excellent Customer Service …

I found myself feeling very confused regarding my precious metals being managed by Strata Trust. I was so excited when I was connected with Strata Trust Customer Service Representative, Mr Cory Cooper, because he said he could help with all my questions and issues. By the time I hung up with him Cory had resolved every single issue I had and backed our conversation up by sending me emails giving me all of the same information. I’ve been with Strata Trust for years now and I most definitely will be contacting Mr. Cooper the next time I need help.

15 de janeiro de 2025
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Resposta da STRATA Trust

Deborah, Thank you for the wonderful review of Cory! We are so happy to hear how well he took care of all of your self-directed needs and can't wait to share this review with him and the rest of the STRATA team. We look forward to servicing your IRA needs in the future.

Thank you,

Jessica Gaddy
Client Services Manager

Classificada 5 em 5 estrelas

Exceptional customer service

I had a somewhat complicated situation which Joshua Molina handled with the utmost courtesy and professionalism.

The first time I called, the situation was unable to be resolved due to issues with my bank. When I called back, I didn't ask for Joshua, but randomly ended up speaking with him again. Again, the manner in which he spoke and handled the matter was exceptional.

6 de janeiro de 2025
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Resposta da STRATA Trust

Thank you so much for such a fantastic review! We are delighted to hear that Joshua was instrumental in your experience. We look forward to servicing your future needs.

Best Regards,

Jessica Gaddy, Client Services Manager

Classificada 5 em 5 estrelas

STRATA is so easy to work

STRATA is so easy to work with and their Customer Service department is awesome.
They were very patient with me and explaining how the RMD distribution works. I highly recommend them.

7 de janeiro de 2025
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Resposta da STRATA Trust

Thank you so much for sharing your experience!

Jessica Gaddy, Client Services Manager

Classificada 5 em 5 estrelas

These people are always tremendously…

These people are always tremendously helpful, friendly and knowledgeable!

9 de janeiro de 2025
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Resposta da STRATA Trust

Alyssa, Thank you so much for this stellar 5 star review of our STRATA Team! We look forward to servicing your self-directed IRA needs again in the future!

Sincerely, Jessica Gaddy, Client Services Manager

Classificada 5 em 5 estrelas

Aliyah Jackson was very warm

Aliyah Jackson was very warm, efficient, and friendly.

I had an issue with a return of metals to the depository that got hung-up due to holiday delays & depository end of year inventory.

She found the hang-up details for me an gave me an approx. date that it would correct itself. At that point normal support would have ended.

She messaged me later to say she took it upon herself to contact the depository and get the metals credited to my acct. a week ahead of the anticipated date....much to my relief and pleasant surprise.

Great job Aliyah!
STRATA you have a winner in that one!
I look forward to seeing her go places in her career.

6 de janeiro de 2025
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Resposta da STRATA Trust

Thank you so much for sharing your experience regarding Aliyah! Aliyah is a gem and we are certainly happy to have her as a part of our Client Services Team here at STRATA.

Best Regards, Jessica Gaddy, Client Services Manager

Classificada 5 em 5 estrelas

Very kind and very knowledgeable

Very kind and very knowledgeable! Very patient and just all around easy experience!

8 de janeiro de 2025
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Resposta da STRATA Trust

Shelli,

Thank you for the outstanding review! We strive to provide the best possible service and your review reaffirms that goal. We look forward to serving you in the future.

Thank you, Jessica Gaddy Client Services Manager

Classificada 5 em 5 estrelas

Answered all my questions

Answered all my questions, and was very friendly,

30 de dezembro de 2024
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Resposta da STRATA Trust

Hello,

Thank you so much for this wonderful 5 star review!

Best, Jessica Gaddy, Client Services Manager

Classificada 5 em 5 estrelas

Helpfulness of the agents

The agent took very good care of me and guided me through the whole process. Beginning to the end.

27 de dezembro de 2024
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Resposta da STRATA Trust

It's wonderful to hear that you've been taken care of thoroughly! Thank you for sharing your experience with us!

Best, Jessica Gaddy, Client Services Manager

Classificada 5 em 5 estrelas

Thank you for caring Strata team!

Everyone that I have dealt with in the company has been very courteous and helpful. It’s so refreshing to deal with people that are truly interested in helping out their customers!! Bravo and thanks to the whole team for helping me get through this process without any problems!!!

31 de dezembro de 2024
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Resposta da STRATA Trust

Steve, Thank you so much for taking the time to share this awesome review of our STRATA Team! We really do strive to provide an excellent client experience and it's so wonderful to hear that we are hitting that mark!

Thanks Again! Jessica Gaddy, Client Services Manager

Classificada 5 em 5 estrelas

Heather made us feel like we were so important, teruly cared and was patient in giving us the information needed.

your representative, Heather was wonderful. She truly represented your company well and thats why I love STRATA.

30 de dezembro de 2024
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Resposta da STRATA Trust

Thank you for the wonderful review of Heather! We are so happy to hear that she was patient and caring! We look forward to servicing your IRA needs in the future.

Thank you,

Jessica Gaddy
Client Services Manager

Classificada 5 em 5 estrelas

Aliyah Jackson, #1 customer service professional

Aliyah Jackson, the customer service person provided outstanding service in accessing my account. She was very understanding of my diminished hearing and walked me thru the whole process. I can't praise her enough!

27 de dezembro de 2024
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Resposta da STRATA Trust

Thank you so much for such a fantastic review! We are delighted to hear that Aliyah was instrumental in your experience. We look forward to servicing your future needs.

Best Regards,

Jessica Gaddy, Client Services Manager

Classificada 5 em 5 estrelas

Marissa Garcia

Marissa Garcia! That is the person that made this experience at Strata so successful! I was having some access difficulties, had been trying to accomplish some really important account items completed. If I had only found Marissa sooner! Though just grateful that I had the opportunity to meet and work with her. I don't know the last representative that I've ever worked with that was so professional, knowledgeable, and capable. Also qualities that are extremely important, the professionals often don't know about or care to use:
warmth, sincerity, kindness, and caring. Whoever hired Marissa, hit the jackpot! She seamlessly is all of those things and more...I'll never forget my experience working with her. It has left me feeling more confident and connected with Strata Trust. Thank you and please acknowledge Marissa!

27 de dezembro de 2024
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Resposta da STRATA Trust

Thank you for the outstanding review regarding Marissa! We strive to provide the best possible service and your review reaffirms that goal. We look forward to serving you in the future.

Thank you, Jessica Gaddy Client Services Manager

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