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!

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.

Extremely professional It became clear early on in our conversation with Our representative today that Strata really cared about providing solutions for our needs!

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!!

Friendly, helpful and always extremely Professional. 5 Stars for Accurate and always careful to provide the highest quality ofinformation in a timely manner. Your organization has always been highly professional and very wonderful to work with. The Customer Support Staff, especially Mary ext # 1012, has repeatedly provided outstanding advice, support and friendly service. The information provided has been very accurate and thorough. Her attitude has always been of the highest quality and customer friendly. Many thanks to Mary for her Professional Support and Service, the way service use to be, but is now very hard to find any more. I'd hire her, if given the opportunity and pay her well! On the standard Professional scale commensurate with the Excellence of 5 Star Customer Service Representative.