Brittany Sisneros, in just a short amount of time, exceeded my expectations of what a Customer Service Representative should be. She listened patiently as I provided the reason for my call, then she... Mehr ansehen
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Um die Integrität unseres Portals zu schützen, überprüft unsere automatisierte Software alle Bewertungen – unabhängig davon, ob sie verifiziert sind oder nicht – rund um die Uhr. Diese Technologie identifiziert und entfernt Inhalte, die gegen unsere Richtlinien verstoßen, wie zum Beispiel Bewertungen, die nicht auf einer wirklichen Erfahrungen basieren. Uns ist bewusst, dass wir möglicherweise nicht alles erfassen, doch Sie können uns jederzeit problematische Inhalte melden, die wir Ihrer Meinung nach übersehen haben. Mehr erfahren
Das sagen Bewerter
I recently needed help re-establishing my password, and made a payment on my wife's account. Your associate, Genesis, was extremely helpful, and was very patient while I was working through the co... Mehr ansehen
Unternehmen hat geantwortet
When I called Strata, I was connected to Wendy Davis. I had many many questions concerning my account and how to manage it. Her customer service was most excellent as she patiently walked me through t... Mehr ansehen
Unternehmen hat geantwortet
Well it has been a slog. I finally got through to a person for the 3rd time. Heather explained that the new metals distribution form wouldn't allow a minus amount as in wire fees and the like. She ex... Mehr ansehen
Unternehmen hat geantwortet
Unternehmensdetails
Vom Unternehmen geschrieben
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.
Kontaktinformationen
7901 Woodway Drive , 76712, Woodway, Vereinigte Staaten
- stratatrust.com
4.8
Hervorragend
1768 Bewertungen
Hat 100 % seiner negativen Bewertungen beantwortet
Antwortet meist innerhalb von 1 Woche
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Erfahren Sie, woher die Bewertungen stammen und wie sie ausgewertet und moderiert werden.
Brittany Sisneros
Brittany Sisneros, in just a short amount of time, exceeded my expectations of what a Customer Service Representative should be. She listened patiently as I provided the reason for my call, then she quickly addressed the issue, and I was on my way. I appreciated her courtesy and knowledge. Hats off to Brittany Sisneros.
24. April 2026
I recently needed help re-establishing…
I recently needed help re-establishing my password, and made a payment on my wife's account.
Your associate, Genesis, was extremely helpful, and was very patient while I was working through the computer.
Thank you for such excellent service,
Best,
Robert B Frost
30. März 2026
Antwort von STRATA Trust
Thank you for taking the time to share this experience, Robert. We’re so glad Genesis was able to assist you with resetting your password and completing the payment—her patience and helpfulness truly make a difference. We appreciate your kind words and are happy to help anytime!
Best, Jessica Gaddy, Client Services Manager
Strata hires kind and helpful staff
I was dreading having to fill out an online form which I had tried yesterday to fill out. I got bogged down yesterday when I tried to fill it out myself and gave up yesterday afternoon.
But then I was lucky enough to talk to Melissa Garcia today. She made everything easy.
. She helped me fill out the form instructing me whenever I didn’t know what to fill out. She made everything easy. What
a relief!
27. März 2026
Antwort von STRATA Trust
Thank you so much for sharing your experience! We’re thrilled Marissa was able to step in and make the process easy and stress‑free. We’ll be sure to pass along your kind words—she’ll be so happy to hear them!
Jessica Gaddy, Client Services Manager
Complicated issues made navigable by a…
Complicated issues made navigable by a very responsive team at strata, pleasant to work with!
26. März 2026
Antwort von STRATA Trust
Thank you for the kind feedback! We’re glad our team could help make a complex situation easier to navigate—and it was a pleasure working with you.
Warm Regards, Jessica Gaddy, Client Services Manager
Call center lady was very competent
Call center lady was very competent, patient and pleasent to work with!
24. März 2026
Antwort von STRATA Trust
Hi Robert,
Thank you for taking the time to leave this awesome review! We are so happy to hear that your needs were met with competency and patience!
Warm Regards, Jessica Gaddy, Client Services Manager
The Strata's Rep went above and beyond…
The Strata's Rep went above and beyond to ensure my request was fully resolved.
19. März 2026
Antwort von STRATA Trust
Thank you, Alexis! We’re so glad to hear our representative went above and beyond to fully resolve your request. We truly appreciate you taking the time to share your experience.
Wendy
Wendy was both professional and proficient - a pleasure to speak with - She was EXCELLENT!
It would be great if you could shorten the "wait time"!
10. März 2026
Antwort von STRATA Trust
Thank you for your feedback! We’re delighted to hear Wendy was professional, proficient, and a pleasure to speak with. We also appreciate your note about wait times and are always working to improve the experience.
Sincerely, Jessica Gaddy, Client Services Manager
This has been a brand new experience…
This has been a brand new experience and Heather was just a pro to work with. She walk me through everything she could and we are here now waiting to the process done and the purchase of the siler happening soon.
3. März 2026
Antwort von STRATA Trust
Robert,
Thank you for sharing your experience! We’re so glad to hear Heather was such a pro and guided you through each step with care. We appreciate your patience as the process moves forward and look forward to completing everything with you soon.
Best, Jessica Gaddy, Client Services Manager
When I called Strata
When I called Strata, I was connected to Wendy Davis. I had many many questions concerning my account and how to manage it. Her customer service was most excellent as she patiently walked me through the process of first helping me to log into my account and then understanding the ins and outs of taking distributions, the fees and all that goes with that. She was a true gem of a lady! She didn't belittle me for not understanding the process, she only offered encouragement and positive feedback. I only hope when I call back I am connected to Wendy Davis again! She's a "keeper" in my book!!! Thanks for hiring her!
2. März 2026
Antwort von STRATA Trust
Hi Carol,
Thank you for your thoughtful feedback! We’re so pleased to hear that Wendy provided such patient, supportive, and helpful service. We’ll be sure to share your kind words with her—she’ll be thrilled.
We appreciate your trust and look forward to assisting you again!
Best, Jessica Gaddy, Client Services Manager
Strata Trust - MY professional custodian !
Each and every time I get on the phone with anyone from Strata Trust , it is a very positive experience . My entire life savings is in great hands with these very concerned individuals .
I even drove there hundreds of miles to
“ see “ the facility and meet them and sit and talk to them face to face .
This allows me to sleep well and feel confident about my retirement savings !
23. Februar 2026
Antwort von STRATA Trust
Thank you so much for your heartfelt review. It truly means a great deal to hear that every interaction with our team has been a positive one.
Building trust and providing peace of mind — particularly when it comes to your life savings and retirement — is something we take very seriously. We’re grateful for your confidence in us and look forward to continuing to serve you for many years to come.
Warm Regards, Jessica Gaddy, Client Services Manager
The young lady, I forget her name, but she was so kind and helpful!
The young lady knew exactly what I needed to know. She went right to my page on my computer and was very fast and helpful. It was only a matter of minutes and I had what I needed!
19. Februar 2026
Antwort von STRATA Trust
Hi Cynthia,
Thank you for taking the time to share your experience. We’re so glad to hear that Heather was able to quickly understand your needs and guide you efficiently through the process. It’s wonderful to know you had everything resolved in just a few minutes.
We’ll be sure to pass along your kind words to Heather — she’ll truly appreciate it. Thank you for trusting us to assist you!
Sincerely, Jessica Gaddy, Client Services Manager
Like- "Anna"
Like- "Anna", a polite and patient, clear speaking professional. Answered questions with understanding and knowledge.
Not like- Call waiting. Lack of assistance available (a real person, not AI).
18. Februar 2026
Antwort von STRATA Trust
Thank you for your feedback. We’re glad to hear that Anna provided clear, patient, and knowledgeable assistance — we’ll be sure to share your kind words with her.
Best, Jessica Gaddy, Client Services Manager
Heather stayed calm even when we had to…
Heather stayed calm even when we had to change the approach to a challenge. She kept us moving even when it took me extra time to manage at my end. We were able to complete all the pages even when it was getting close to her end of work time. I am grateful to have the help. I wouldn't have been able to do it by myself
18. Februar 2026
Antwort von STRATA Trust
Thank you for sharing your experience. We’re so pleased to hear that Heather remained calm, patient, and supportive while helping you navigate the process—especially when adjustments were needed along the way. We’re proud of our team’s commitment to seeing things through, and we’ll be sure to pass along your kind words to Heather.
Warmest Regards,
Jessica Gaddy
Client Services Manager
Eric Rivas was very good
Eric Rivas was very good. He was very nice, patient and professional. Took me step by step of the process. He is not like the previous employee where I called on January 22, 2026. I hope I will get Eric Rivas again for my next distribution or somebody as excellent as Eric Rivas
9. Februar 2026
Antwort von STRATA Trust
Thank you for your thoughtful feedback. We’re so glad to hear that Eric provided patient, professional, and step-by-step guidance throughout your distribution process. We’ll be sure to share your kind words with him and the team.
We’re also sorry to hear your previous experience did not meet expectations. Your feedback helps us continue improving, and we truly appreciate you taking the time to share it. We look forward to assisting you again on your next distribution
Jessica Gaddy
Client Services Manager
Brittany Sisneros is amazing
Brittany Sisneros is amazing! She took care of a problem I've been having for the last week on a transfer! She was absolutely awesome!
6. Februar 2026
Antwort von STRATA Trust
We’re so glad to hear that Brittany Sisneros was able to step in and resolve the transfer issue for you. Providing timely and effective support is very important to us, and we’re thrilled she was able to turn your experience around.
Have a wonderful day!
Jessica Gaddy
Client Services Manager
I could not contact anybody at Strata
I could not contact anybody at Strata, the day before the January major correction, by phone or by email. I could not verify my holdings even 2 days before the correction. Finally, by Friday in the afternoon I received a call. I felt better as I could verify my holdings in my account. With no response of any kind for 3 days, I thought I had been hacked or scammed. I have to commend Heather. She helped me out tremendously. I lost money because I could not sell before the correction.
29. Januar 2026
Antwort von STRATA Trust
Good Morning John,
Thank you for taking the time to share your feedback. We’re sorry for the worry this situation caused. Once we connected, our team worked to ensure your ability to access your account online, your holdings were verified, and the appropriate next steps were clearly outlined. We’re pleased to hear Heather was able to support you and appreciate you recognizing her efforts. Your feedback is valuable and helps us continue improving the client experience.
Warm Regards, Jessica Gaddy, Client Services Manager
Great customer service every time I…
Great customer service every time I call.
They answer all my questions promptly!
3. Februar 2026
Antwort von STRATA Trust
Kevin,
Thank you so much for sharing this awesome 5 star review!
Best, Jessica Gaddy, Client Services Manager
Great Experience!!!
The Representative took the time to work with me to fill out the Beneficiary Designation forms to make sure they were proofed and correct. She was well versed and knowledgeable in the content and the form to make sure it was correct. Pleasant and helpful! Great experience.
30. Januar 2026
Antwort von STRATA Trust
Thank you for sharing your experience.
We’re pleased to hear that our team provided knowledgeable and helpful support while assisting with your paperwork. Taking the time to ensure forms are completed accurately and clearly is very important to us.
We appreciate your kind words and are glad you had a great experience. Thank you for the opportunity to serve you.
Heather K., Was fantastic
Hi, I had the pleasure of talking with one of your account rep.s , named Heather Kostroum, just yesterday. Heather was so kind and respectful. She was knowledgeable in regards to all of the questions I asked , over a multitude of topics. Heather waited and helped me as I had to enter new account demo’s , etc. ( I’m NOT very fast at typing). She was personable, and professional ,all at the same time. I would give 10 stars , if the scale went the high. Thanks Heather.
29. Januar 2026
Antwort von STRATA Trust
Hi Daniel,
We’re delighted to hear that Heather Kostroun provided such patient, and professional support. She takes great pride in making sure clients feel comfortable and confident, no matter the pace or complexity of the request, and your kind words mean a great deal.
We will be sure to share your feedback with Heather and our team. Thank you again for trusting us — and for the “10 stars”!
Best Regards, Jessica Gaddy, Client Services Manager
Awesome customer support
Sandra’s kind and patient customer support is exactly how I wish all others in that role conducted their efforts. I was provided courteous support which addressed all my concerns.
Thank you Sandra!
28. Januar 2026
Antwort von STRATA Trust
hank you for sharing your experience! We’re thrilled to hear that Sandra provided such kind, patient, and courteous support. We’ll be sure to pass along your appreciation—thanks for choosing Strata Trust!
Warm Regards, Jessica Gaddy, Client Services Manager
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