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.

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!

Shining Star Yesterday, Cory Cooper ‘hung in there’ while I tried multiple times to open an attached form via email or text IT WAS AN RMD FORM NEEDED FOR 2023 INCOME TAX REPORT. I think I failed to open the attachment due to not having a PC. I think Cory has the patience of Job. Today, I asked him to pls send attachment to H&RBlock computer. He did so immediately. We finally opened the form. Cory is a SHINNING STAR KEEPER employee! Best Stratta employee ever.

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!

Strata tech support is amazing Strata tech support is amazing, supportive and very helpful.