Friendly, helpful and always extremely Professional. 5 Stars for Accurate and always careful to provide the highest quality ofinformation in a timely manner. Your organization has always been highly professional and very wonderful to work with. The Customer Support Staff, especially Mary ext # 1012, has repeatedly provided outstanding advice, support and friendly service. The information provided has been very accurate and thorough. Her attitude has always been of the highest quality and customer friendly. Many thanks to Mary for her Professional Support and Service, the way service use to be, but is now very hard to find any more. I'd hire her, if given the opportunity and pay her well! On the standard Professional scale commensurate with the Excellence of 5 Star Customer Service Representative.

I was very confused about my fees and… I was very confused about my fees and needed to make sure they were paid securely. Heather assisted me by phone. Together we went through the auto pay set up on my computer. She was VERY helpful and patient.

Excellent customer service from with Strada Trust today. Was my pleasure to work with two Strada Trust customer service representatives today, Heather and Mary. I enjoyed extremely professional and friendly service from both of these pleasant and well informed employees. They quickly diagnosed the issues involved, offered focused relevant advice. Following said advice helped resolve the issue. Thanks!.. always good svc from Strada!!

RMD made easy with Strata The young lady that I talked with walked me through paperwork I needed to fill out for my RMD. She was knowledgeable, helpful and very polite. I was finished in just a few minutes and confident that everything was in order. She also told me what to expect once my paperwork was received by Strata.

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.