STRATA Trust (stratatrust.com) has a 4.8 out of 5 rating on OK.one, based on 103 user reviews collected here. It is listed under Money & Insurance and its reputation is excellent. Praise is nearly unanimous, with 95% rating it 4 stars or higher; The business has replied to 100% of negative reviews. Last updated 2026-08-10.
The attendant was quick and to the point with much respect One thing that I did not appreciate was that she sent out a document before I can tell her it was a different document that I needed. That was not good because it could have put my account in jeopardy. I called about a Annual fee notice not a Annual statement notice. She moved a little too quick in emailing that incorrect document.
From the initial phone call to the transfer of my metals into my cash account I felt was extremely professional and quick. Every person had the right information and followed through so perfectly. I appreciate everyone and I'm very pleased. Thank you Strata team.
The agent was polite and patient all the way through the changes I needed to make.
Tiffany was professiolnal, helpful, respectful, and gave me the service I asked for and needed.
Answered all questions intelligently and quickly I was impressed
The Representative was very professional, kind and patient with my many questions. Thank you!
This past week was the first time that I initiated a withdrawal from a Traditional PM IRA account with Strata Trust Co. The communication between me, KEPM and Strata was seamless and smooth. The entire transaction was fully completed in 7 calendar days. I am very happy with customer service, the online documents to facilitate the transaction, and the easy communication with KEPM and Strata Trust Co. Thank you.
The representatives I spoke with today very knowledgeable and made sure they understood what I was needing. A suggestion was made that would save me money and I took advantage of it. I needed a statement from July to present. The representative was patient and waited to make sure I was able to open the encrypted document. It was a pleasure dealing with both reps today.
Strata has been a great find. I have been working with them since 2012. They can be a bit confusing with necessary forms, but help is available. They work well with US Gold Bureau. And I was really impressed with the Delaware Depository when I picked up an RMD of my physical holdings at the depository.
Great sevice Mr Erick associate is knowledgable patience and deserve For his future carrier. He is helping me since one year once i called and pickup my phone and i had last talk few days ago and solve my problem correctly . Upendra Amin.
Britney helped us with a business transaction. She was so pleasant and very professional. She was also very patient with us.
Britany was very professional, extremely knowledgeable, thorough and demonstrated excellent communication skills. Her patience with both my husband and myself was exceptional. What an exceptional employee for Strata to have!.
I have had an account with Strata Trust for the last 2 1/2 years. They have always been responsive to my needs and even have corrected things that were not completed per my instructions. They are very easy to work with.
I had tried for several hours to complete an RMD form and was frustrated. I called Strata Customer Service and praise God Wendy answered my call. She knew her stuff. She guided me thru the form and explained the terms to me and answered all my questions. And she explained what happens next! Thank God for Wendy! I am so relieved this is done for now!
The excellent experience started and ended with the assistance and guidance of Wendy Davis. She directed me through the entire process, cordially and professionally. Of course, this experience is consistent with the excellent service and support I have enjoyed from the time I first opened my IRA with STRATA.
Politeness, knowledgeable and prompt
(1) Organized presentation of transfer requirements, (2) Patience with the customer! (3) Extremely knowledgeable of job processes.
Thank you for your kind feedback! We're so glad to hear that you found the transfer process organized and thorough. Providing knowledgeable guidance and patient support is always our goal. We truly appreciate your trust and the opportunity to assist you! Jessica Gaddy Client Services Manager
All of my questions were answered. Tiffany was very helpful.
We appreciate you taking the time to share your experience and will be sure to pass along your kind words to Tiffany and the rest of the STRATA team!
Christy (OR Khristy) was EXCELLENT. I was anxious about using the computer on top of very upsetting family matters and Christy was professionally calm and VERY patient as I struggled into the website.
Thank you for sharing your experience! We're delighted to hear that Christy provided such calm, professional, and patient support during a difficult time. We'll be sure to share your kind words with her. Best Regards, Jessica Gaddy Client Services Manager
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