STRATA Trust Reviews 1,803

10.07.25-Heather was so helpful, patient and courteous to help out with the mishap of an important email going to spam leaving me in a lurch. Email can do some strange things. Thank you Heather for your help and kindness. Have a wonderful day.

Both of the customer service representatives were pleasant and helpful in assisting me with navigating the Strata site. I needed to change my password and add another payment method to my account. They really showed they cared about my needs.

Michelle was sooo helpful. She helped me through the maze of paperwork. She definitely is a keeper.

Well, its kind of hit or miss with customer support. The wait can be long. And I have been disconnected at the end of a long wait. Upon reaching a representative- they are usually helpful. I call when I am having difficulty completing/submitting documents, i.e. beneficiary designations.

The company was helpful and offered to support me in my financial transactions.

This was my first time trying to access forms for an annual distribution and Britany was very patient and kind while assisting with the process. She helped make the experience stress-free!

Quick and polite service with your representative.

Assistance you gave me in setting up.My account was just wonderful, simple.And fast.

Michelle did a great job. Very short wait in the phone Q.

Always great service from the staff at StrataTrust

Brittany, Strata's Representative! Google review completed.
Brittany Sisneros is an excellent representative for Strata! Brittany was very, very patient! She took the time to listen and understand to what my concerns were and was able to help me with it. I needed to know which radio dial to choose to add an attachment regarding a Certification of Trust to my account. She explained everything and I was totally satisfied! If I ever have to call for other information or concerns, I will definitely ask to speak to Brittany FOR HER EXCEPTIONAL CUSTOMER SERVICE SKILLS! Thank you, Brittany! I really appreciated you assisting me!!!!!
Patty H.

The service person was very understanding, and I felt comfortable speaking with her as she helped me with the issue I had called about. Problem solved.

Customer Service!!!!! I felt like they were my neighbor or someone that knew my family.
The way life should be. Sweet , kind and thoughtful.

The client services associate, Marissa Garcia, was genuinely kind and extremely efficient.

I called Strata’s Customer Service on Thursday for help regarding my RMD since it was a 1st for me to do. Brittany patiently walked me through each step with respect and kindness.

The next day I had the same experience with Sandra when I needed to pay a fee connected to the day before since I was having trouble accessing my account. She was as well patient, respectful and kind.

This speaks volumes about who Strata is as well as Dr. Elliott using them who I highly respect for his values.

Much appreciation to Dr. Elliott, Strata, Brittany and Sandra.

From a ‘baby boomer’.

Finally found an agent who really helped me negotiate my RMD so I understood how to proceed with taking the approperiate steps to cashing out with gold rather than cash.

Cory Cooper was awesome! He guided me step by step through the process I needed to complete and he was very patient and compassionate. I highly recommend!

You have a complicated website which takes many steps to navigate. I am still trying to find a change of beneficiary form.
Your client services rep. Brittany Sisneros, was very helpful, very patient, and knows her stuff!

Bill Cox

Unfortunately, my e-message communications regarding a pressing problem were met with form replies that ignored the main issue. A last form reply delayed when the matter would be considered. Finally, calling and getting to talk directly with the thoughtful and tactful Brittany Sisneros, at 866.928.9394, the situation was resolved in a flash, thankfully, making for a much more positive memory. — Author of "Getting Teens to Write: Writing for Real"