I trust Strata to take care of my…retirement account I trust Strata to take care of my retirement account. They are knowledgeable and efficient. I'm very pleased with their service.

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.

I was very confused about my fees and… I was very confused about my fees and needed to make sure they were paid securely. Heather assisted me by phone. Together we went through the auto pay set up on my computer. She was VERY helpful and patient.

Heather Kostroun helped me set up my… Heather Kostroun helped me set up my portal. She was so patient but very professional as I stumbled through the different processes. Heather is a definite asset to your company. Very knowledgeable. Thank you Heather!