STRATA Trust Bewertungen 1’768

This is my first year to hit tax time and work with metals in my RMD area. Keaton was helpful, well versed and helped me feel I made the right decision for this year. Instead of just giving me instructions, he actually walked me through the process, which made it so much easier for someone my age. Thank you, Keaton.

Eric Rivas was patient, and helped me with more than one issue and questions I had, even suggesting something I wouldn’t have asked for, which will make my whole RMD experience easy.
We talked for some time, even though it was “ closing time”, as he kindly guided me through some simple errors on my part.
I feel confident going forward, and at ease, thanks to Eric!

Heather Kostroun was really phenomenal for me! She explained everything to me and was a pleasure to work with! Her knowledge was exceptional. I could not have asked for anyone better to work with, again. It was a pleasure to talk with her!

Eric walked with me through a very challenging connectivity problem involving my profile and passwords. He was infinitely patient and empathetic - and together we succeeded after many tries. If he were my employee, I'd give him a raise!

Heather heard my issue and found a good way to make things "right". I especially appreciated her patience as I removed my attention from her onto navigating the on-line steps I needed to do.

Marissa the representative who helped me was amazing, informed, efficient, and lovely to deal with.

Very professional and patient with my questions and well able to clarify and better understand the process and info I needed. Excellent!

I found myself feeling very confused regarding my precious metals being managed by Strata Trust. I was so excited when I was connected with Strata Trust Customer Service Representative, Mr Cory Cooper, because he said he could help with all my questions and issues. By the time I hung up with him Cory had resolved every single issue I had and backed our conversation up by sending me emails giving me all of the same information. I’ve been with Strata Trust for years now and I most definitely will be contacting Mr. Cooper the next time I need help.

I had a somewhat complicated situation which Joshua Molina handled with the utmost courtesy and professionalism.

The first time I called, the situation was unable to be resolved due to issues with my bank. When I called back, I didn't ask for Joshua, but randomly ended up speaking with him again. Again, the manner in which he spoke and handled the matter was exceptional.

STRATA is so easy to work with and their Customer Service department is awesome.
They were very patient with me and explaining how the RMD distribution works. I highly recommend them.

These people are always tremendously helpful, friendly and knowledgeable!

Aliyah Jackson was very warm, efficient, and friendly.

I had an issue with a return of metals to the depository that got hung-up due to holiday delays & depository end of year inventory.

She found the hang-up details for me an gave me an approx. date that it would correct itself. At that point normal support would have ended.

She messaged me later to say she took it upon herself to contact the depository and get the metals credited to my acct. a week ahead of the anticipated date....much to my relief and pleasant surprise.

Great job Aliyah!
STRATA you have a winner in that one!
I look forward to seeing her go places in her career.

Very kind and very knowledgeable! Very patient and just all around easy experience!

They are professional, efficient, cheerful, patients, encouraging and pleasure to work with.

Answered all my questions, and was very friendly,

The agent took very good care of me and guided me through the whole process. Beginning to the end.

Everyone that I have dealt with in the company has been very courteous and helpful. It’s so refreshing to deal with people that are truly interested in helping out their customers!! Bravo and thanks to the whole team for helping me get through this process without any problems!!!

your representative, Heather was wonderful. She truly represented your company well and thats why I love STRATA.

Aliyah Jackson, the customer service person provided outstanding service in accessing my account. She was very understanding of my diminished hearing and walked me thru the whole process. I can't praise her enough!