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

A empresa respondeu

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
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3 estrelas
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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

Good service

Very helpful and honest, good customer service and support.

14 de janeiro de 2026
Opinião espontânea
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Resposta da STRATA Trust

Bryan, Thank you for providing this wonderful 5 star review!

Classificada 5 em 5 estrelas

Spoke with Heather and she answered all…

Spoke with Heather and she answered all of my questions in a polite and professional manner. Very pleased with Strata Trust.

13 de janeiro de 2026
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Resposta da STRATA Trust

Thank you for your kind feedback! We’re so glad to hear Heather was able to answer all your questions in a polite and professional manner. We appreciate you choosing Strata Trust and are happy to support you anytime.

Jessica Gaddy, Client Services Manager

Classificada 4 em 5 estrelas

Sandra made this distribution procedure…

Sandra made this distribution procedure much simpler and quicker, and was very nice, thanks!
We would give a 5 star, but the wait time to get someone is usually very long.

9 de janeiro de 2026
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Resposta da STRATA Trust

Thank you so much for your kind words! We’re delighted to hear that Sandra was able to make the process simpler and quicker for you. We also appreciate your honest feedback about the wait time and are actively working to improve this. Your input helps us do better—thank you for taking the time to share it.

Best,
Jessica Gaddy
Client Services Manager

Classificada 5 em 5 estrelas

Well it has been a slog

Well it has been a slog. I finally got through to a person for the 3rd time. Heather explained that the new metals distribution form wouldn't allow a minus amount as in wire fees and the like. She explained the problem fully. Honestly had she not helped me figure this out I would changed my IRA to another trust company. High marks for Heather desling with my frustration professionally and with common sense demeaner. Great woork Heather

12 de janeiro de 2026
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Resposta da STRATA Trust

Hi Timothy,

We’re really glad Heather was able to step in, explain the issue clearly, and help get things resolved. We truly appreciate your patience and your kind words—high marks like this mean a lot to our team, and we’ll be sure to pass them along to Heather!

Warmest Regards,
Jessica Gaddy
Client Services Manager

Classificada 1 em 5 estrelas

I wished to sell some gold to fund…

I wished to sell some gold to fund another project I have. I began in early Dec. It took me several calls to get the person who was assigned to me. The sale took place (on Dec 17, I was told) but I never received my money. When I called, I was told the broker was on vacation. I have called seven times (to that broker and others) and left messages, but have not received a call back. Your directory does not give phone numbers of individuals, so I can't reach a manager. HELP.

12 de janeiro de 2026
Opinião espontânea
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Resposta da STRATA Trust

Thank you for sharing your experience. We’re sorry to hear about the frustration you’ve encountered. We’d like to clarify that STRATA Trust Company is not directly affiliated with, nor do we manage, precious metals brokers or their sales processes. That said, we absolutely want to help where we can. If you’re willing to provide your name and any relevant information, we’d be happy to review your account and see if there’s any way we can assist or help point you in the right direction. You can email us at service@stratatrust.com. We appreciate you bringing this to our attention and look forward to the opportunity to help.

Sincerely, Jessica Gaddy, Client Services Manager

Classificada 5 em 5 estrelas

Great company with excellent customer…

Great company with excellent customer service.Brittany S. was very patient and kind and guided us through each process!!

12 de janeiro de 2026
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Resposta da STRATA Trust

Thanks so much for the great review! We’re really happy to hear you had such a good experience. Brittany S. will be so glad to hear your kind words—she truly loves helping our customers. We appreciate you taking the time to share this!

Sincerely, Jessica Gaddy, Client Services Manager

Classificada 4 em 5 estrelas

There was a lot to sign and making sure…

There was a lot to sign and making sure you got all things signed !!
But when you get the right help it goes well and Heather did fabulous.

8 de janeiro de 2026
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Resposta da STRATA Trust

Hi Faye,

We are happy to hear that Heather was able to assist you in such a fabulous way!

Best, Jessica Gaddy, Client Services Manager

Classificada 5 em 5 estrelas

Great customer service…

I was helped by a wonderful woman who took the time to walk me through the process. It is so nice to speak to someone who is so kind that doesn’t push you through the process. She was wonderful.

9 de janeiro de 2026
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Resposta da STRATA Trust

It's always so nice to hear that our clients are so thoroughly taken care of. We appreciate the opportunity to serve as your Self Directed IRA Custodian!

Warm Regards, Jessica Gaddy, Client Services

Classificada 5 em 5 estrelas

Customer service Rep

Customer service Rep. was excellent - experienced & well-trained. Fulfilled all my requests and answered my questions.

5 de janeiro de 2026
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Resposta da STRATA Trust

Hi There! Thank you for taking the time to leave us this wonderful 5-star review!

Sincerely, Jessica Gaddy, Client Services Manager

Classificada 5 em 5 estrelas

Melissa S. calmed me instantly!

Melissa put me at ease the moment she answered the phone. I could just tell by her sweet voice and tone that my call would be a success! I wasn't looking forward to the call, as I always seem to have problems with your website and really didn't want to make this an hour long call. There were a few issues we had to correct on my account. Melissa was so very patient with me with each issue, and walked me through so I feel much more confident when using your website. Such a very sweet, patient and caring woman Melissa Stead is. I was very impressed & if I ever need to call for assistance again, I will request Melissa.

23 de dezembro de 2025
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Resposta da STRATA Trust

Hi Janna,

Thank you for sharing your experience! We’re so glad Melissa was able to assist you with great patience! She is an asset and we are lucky to have her as a part of our STRATA team!

Sincerely, Jessica Gaddy, Client Services Manager

Classificada 5 em 5 estrelas

Melissa was yet again a big help and…

Melissa was yet again a big help and was able to resolve issues on my account.

23 de dezembro de 2025
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Resposta da STRATA Trust

Wes, thank you for sharing the experience you had with our agent, Melissa. We look forward to continuing to serve all of your self-directed IRA needs!

Warmest Regards, Jessica Gaddy, Client Services Manager

Classificada 5 em 5 estrelas

Genisus was absolutely wonderful

Genisus was absolutely wonderful. She explained everything to me and made the transaction so easy. Appeared to be precious lady. I really enjoyed working with her. I felt all my anxiety melt away. She is the greatest.

19 de dezembro de 2025
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Resposta da STRATA Trust

Rosemary, We appreciate your review and are so thrilled that Genesis provided such wonderful support. Thank you for taking the time to share!

Best, Jessica Gaddy, Client Services Manager

Classificada 5 em 5 estrelas

Rmd withdrawal

The first person to answer the phone at strata helped me with forms and procedures.

13 de dezembro de 2025
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Resposta da STRATA Trust

Thank you very much for sharing this wonderful 5-star review!

Sincerely, Jessica Gaddy, Client Services Manager

Classificada 5 em 5 estrelas

Brittany Sisneros!

Brittany Sisneros!
She took the time with me. I had multiple questions with some challenges. She was with me the whole time. She was patient and professional! Some times, when I've called Strata, I can't understand them (their first language might not be English) and sometimes, they are anxious to get off the phone without taking the time needed for me to understand.
But Brittany did an OUTSTANDING job today and I would like her bosses to know that us clients on the other end appreciate she and others who are like her in their patience and knowledge. Thank you Brittany.
Stacey S.

10 de dezembro de 2025
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Resposta da STRATA Trust

Thank you for your thoughtful review. We’re thrilled to hear that Brittany provided such helpful and friendly support. She is a wonderful member of our team, and your recognition means a great deal. We appreciate you sharing your experience with us.

Best, Jessica Gaddy, Client Services Manager

Classificada 5 em 5 estrelas

Heather was amazing

Heather was helpful, friendly, infinitely patient, kind, and thoroughly professional in every way. Would that customer "care" people elsewhere were like her! She is amazing.

18 de novembro de 2025
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Resposta da STRATA Trust

Thank you for your thoughtful review. We’re thrilled to hear that Heather provided such helpful, friendly, and professional support. She is an exceptional member of our team, and your recognition means a great deal. We appreciate you sharing your experience with us.

Best, Jessica Gaddy, Client Services Manager

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