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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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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Donna Powers
GB

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.

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Alfonso Cammarata
GB

Spoke woth Corey today and was by far… Spoke woth Corey today and was by far the best customer service i has un years. He was very patient with me, very knowledgeable and able to resolve all my issues

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Kellye Kuehler
GB

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.

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JoAnne Cruz
GB

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.

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