STRATA Trust

7901 Woodway Drive, 76712, Woodway, United States
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4.75
Based on 20 Reviews

5

90.00%

4

5.00%

3

0.00%

2

0.00%

1

5.00%
About STRATA Trust

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.

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customer Lorrie
GB

Great Customer service Mary was the Representative who had helped me the transaction that I wanted to choose. Her knowledge of how things work, answered all my questions and concerns, along with her professionalism was really OUTSTANDING!! Mary is definitely an asset to the Strata Trust Company. Thanks again Mary!

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Sarah P
GB

Strata cares for it's customers Ms. Elissa was very polite and extremely knowledgeable and helpful. She was also very efficient and timely. She was genuine and showed care.

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tiley Frost
GB

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

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Richard Hickey
GB

Excellent customer service from with Strada Trust today. Was my pleasure to work with two Strada Trust customer service representatives today, Heather and Mary. I enjoyed extremely professional and friendly service from both of these pleasant and well informed employees. They quickly diagnosed the issues involved, offered focused relevant advice. Following said advice helped resolve the issue. Thanks!.. always good svc from Strada!!

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Denis Pieratos
GB

Heather was extremely helpful this… Heather was extremely helpful this afternoon in getting my distribution processed. She also took the extra time to setup a digital signature for me for future transactions, and it was just a refreshingly pleasant experience overall. In this day and age, it's unfortunately getting less common for people to take the extra time to accommodate you. Thanks, Heather!

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