STRATA Trust Reviews 1,803

Very attentive and knowledgeable customer service people.

I experienced some difficulties with updating my account information, but Aliyah Jackson with Strata stayed on the phone with me and walked me through the entire process. I did it all from my phone which is not the tool of choice; so I made some mistakes and had to repeat certain steps. Aliyah was patient, steadfast, knowledgeable, courteous, patient, and pleasant throughout the entire process. I couldn’t have succeeded without her help with my level of technical ignorance. She was terrific, and I commend Strata for employing her and offering the timely, important, and extremely useful help for clients like me.

Heather who help me with my requests and questions. Heather was phenomenal her patient and Guidence was perfect and once again I want to thanks for taking care of my needs.

My call was handled by a young lady named Aliyah Jackson. She was extremely pleasant, knowledgeable, and helpful. She was able to quickly and efficiently answer my questions and send the information I requested via email immediately. The contact was very positive.

Great customer relations. Very professional and knowledgeable. Great experience. Highly recommended!

This company has a helpful website, but I believe that the customer service is the most helpful I've worked with. They don't keep you on hold or keep switching between departments or persons. Everyone I spoke to was polite, informative and patient with my questions.

I called in IRATE. Acting a total fool, furious about Allegiance Gold setting up an account under my name without authorization. I was working with Allegiance Gold for months trying to rollover some of my 401k into gold through an IRA. After this was found out to be impossible AG still went ahead opening an account with STRATA using my personal information. I was ghosted by Allegiance Gold, still am to this day. I called into your company furious my credit was being harmed by a payment I did not approve or agree to. I assumed like a moron that this was STRATA. And I needed to inform you of your customer service staying clam, cordial and professional as I lost my mind. Once your employee Natalie calmed me down, she handled the situation with grace and immedate action was taken. I BELIEVE ALLEGIANCE GOLD IS A MASSIVE SCAM! BE WEARY OF THEM.

Good Day

Since August 2024 I have dealt with a number of departments and people within Strata. RMD, Deposits, Change of address, Establishing a Portal after becoming the POA for my brother's account. The challenges were major as he was in a Skilled Nursing Facility in another part of the state. He also was a hoarder with No filing system and tons of lost, disorganized or misplaced documents.

Strata's security systems protecting his IRA account, required signatures, documents, etc. can't be beat.

Nor can the training Client Service Associates receive. I spoke and worked with Corey Cooper, Jeannette Ortiz, Sandra Maldonado along with Heather Kostroun, and Ann. I neglected to write Ann's last name however she was overwhelming helpful in the fall of 2024 correcting changes on documents needed for my brothers signature. All of these people have been professional, compassionate and helpful.

However, Heather herself is a breath of fresh air. It became readily apparent to me in her tone of voice during conversations and questions that she has a genuine desire and joy to help assist her clients. Her understanding and support in customer service have been much appreciated !

Strata Trust is going well beyond their requirements in assisting me with some unique issues with an investment. I have always found their fees very reasonable. But, this recent effort has been very very helpful. And the assistance came from customer service through the management level. Cannot say enough about the service.

Cory, the Strata rep.,was knowledgeable, friendly and quick to get all the forms in order and properly signed. Cory has a Great personality as well! A big thank you to Cory Cooper for all your help!!! God Bless. Keep up the good work!!
Julie and John Rentner

Strata Trust was recommended to me by a trusted financial advisor and I have not been disappointed I call them whenever I have questions regarding my self-directed IRA. They are always right there for me, with sincere friendliness, directing me to the right person to answer my question.
After three years of actively doing business there, I can highly recommend Strata Trust to anyone needing their services.

Great customer service

Customer Service Rep on the phone was excellent, and he spoke English.

Cory on Brittney gives me information and help me to make a better decision about my account. They are excellent part of your organization. They are valuable.

He stayed after hours , and had patience for us and was very responsible. I hope he wins your contest for the most fit person

The individual I spoke with was VERY VERY VERY helpful. Without his assistance I would probably be drunk by now and I don't even drink. I really appreciate the help he gave me.....GIVE HIM A RAISE.

The young lady I spoke with Natalie was amazing. I had a lots of questions and she walked me through them and filling out paperwork online. She was always super pleasant every time I spoke with her and so helpful, She also returned my calls promptly and I really appreciated that. You need to keep this girl!

We called 3 times for help with Cathy's RMD, and Heather, Cory, and Mary all helped us with maximum care and patience. They were all great!

I phoned in with three questions as they relate to my accounts. Each question was addressed very specifically and methodically. I sincerely appreciate the professionalism, thoroughness, and ability to resolve my concerns. Well done!