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.

Debbie Kasper Ms. Debbie Kasper is the paragon of a customer focused employees. She shattered all of my expectations for how someone should care for customers.

I always get clear answers and… I always get clear answers and instructions when I call Strata Trust with any questions or concerns. I never have to wait for half an hour (sometimes more) to speak to a representative which is the case at many reputable institutions lately. Great customer support!

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.

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