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.

Better only give them 1 task to do at a… Better only give them 1 task to do at a time. You will need to move up one lever from the person that answers the phone to get a real answer.

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.

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

Shining Star Yesterday, Cory Cooper ‘hung in there’ while I tried multiple times to open an attached form via email or text IT WAS AN RMD FORM NEEDED FOR 2023 INCOME TAX REPORT. I think I failed to open the attachment due to not having a PC. I think Cory has the patience of Job. Today, I asked him to pls send attachment to H&RBlock computer. He did so immediately. We finally opened the form. Cory is a SHINNING STAR KEEPER employee! Best Stratta employee ever.