Having Sandra Maldonado assist me made…
Having Sandra Maldonado assist me made a big difference. I'm not the most technologically skilled person and her help was very much appreciated.
About STRATA Trust
Data updated- Website
- stratatrust.com
- Category
- Money & Insurance
- Location
- United States · Woodway
- Status
- Unclaimed
- Last 12 months
- 103 reviews
- Replies to negative
- 100% (4/4)
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Is STRATA Trust legit?
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.
What people say
Wendy Davis best-in-class customer service
Wendy Davis demonstrated strength in professionalism & best-in-class customer service. Her patience is second to none. She is truly out to help her customers & a joy to interact with. Thank you!
Reply from STRATA Trust2026-07-06
Thank you for your wonderful feedback! We're thrilled to hear that Wendy Davis provided such professional and exceptional customer service. Her patience, dedication, and genuine desire to help our customers make a meaningful difference, and we're grateful you took the time to recognize her efforts. Jessica Gaddy Client Services Manager
Not being tech-savvy
Not being tech-savvy, Brittney was the nicest and helped me tremendously! She saved me the time and frustration of trying to get what I needed. She had great patience with this senior citizen.
Representative was very patient
Representative was very patient, knowledgeable and helpful on-boarding my new account
Reply from STRATA Trust2026-07-06
We’re grateful for your kind words—thank you. Sincerely, Jessica Gaddy Client Services Manager
Brittany demonstrated kindness
Brittany demonstrated kindness, caring, expertise and professionalism as she assisted me in a situation that was difficult due to my visual situation. A phone representative such as Brittany displays the kind of service that every company wishes to provide!
Reply from STRATA Trust2026-06-03
We’re grateful for your feedback—Brittany’s dedication to providing compassionate, high-quality service is exactly what we strive for and we are so happy to have her as a part of our STRATA team! Warmest Regards, Jessica Gaddy Client Services Manager
I appreciate that STRATA TRUST employs…
I appreciate that STRATA TRUST employs reliable individuals who know their investment Customer's concerns. They keep careful knowledge of Account updates. A great big THANKS to Customer Service!
Reply from STRATA Trust2026-06-03
Anthony, We’re grateful for your kind words—thank you for recognizing our team’s commitment to keeping you informed and supported. Sincerely, Jessica Gaddy Client Services Manager
Sandra was extremely helpful
Sandra was extremely helpful. The phone system rebooted while we were on the call so we got disconnected. She called me back to assist me with my issue. She stayed 20 minutes past 5:00 pm to assist me. Thank you!!!
Reply from STRATA Trust2026-06-03
Hi Ann, We’re glad to hear this—Sandra’s commitment to helping our clients is exactly what we strive for. Thank you for recognizing her! Jessica Gaddy, Client Services Manager
Thank You Brittany!
Brittany was professional, quite patient and made sure the issue I called about was quickly resolved. She sent fee payment authorization from her company email account which instantly alleviated issue I was having receiving emails from Strata and/or KEPM. She also volunteered to stay on the line to ensure process thru to a successful outcome. Outstanding Service! Thank You Brittany!
Reply from STRATA Trust2026-06-03
We appreciate your detailed review! It’s great to hear Brittany went above and beyond to resolve your issue and ensure a successful outcome. Jessica Gaddy Client Services Manager
Resolved with ease
Minimal wait time. Service was professional & the representative was knowledgeable and effectively resolved the error on my submission.
Reply from STRATA Trust2026-06-03
We appreciate your review! It’s great to know your issue was resolved quickly and efficiently. We look forward to servicing all of your future self-directed IRA needs!
I am very happy with the service I…
I am very happy with the service I receive from Strata Trust…The staff is always professional and friendly…they always answer all my questions…and make me feel confident… that my precious metals account is in good hands…two thumbs up…
Reply from STRATA Trust2026-06-03
Thank you for your feedback! Providing professional, friendly service and confidence in your account is always our goal and we are so happy to hear we delivered!
The girl that took care of me on the…
The girl that took care of me on the phone was very helpful and knowledgeable, made the process very simple. Very friendly!! Thank you!!
Reply from STRATA Trust2026-06-03
Brenda, We’re glad to hear everything was made simple and easy to understand—thank you for your feedback! Warm Regards, Jessica Gaddy Client Services Manager
Wendy Davis was fantastic help.
Reply from STRATA Trust2026-06-03
Thomas, Thank you for your kind words! We’ll be sure to pass along your appreciation to Wendy. Jessica Gaddy
After my mother passed
After my mother passed, they were very helpful, professional, and worked with my family in transferring her accounts. Because of that.... I decided to keep their services for myself!
Reply from STRATA Trust2026-06-03
Thank you for your kind words. We’re very sorry for your loss, and we’re honored we could support you and your family during that time. We truly appreciate your trust in choosing to continue with us. Jessica Gaddy, Client Services Manager
There web site is BAD
There web site is BAD, Genesis helped me to get the address change!! I tried 3 times and something I was entering would not work to get address changed! She walked me to the needed steps and DONE!! Thank you!! Genesis!!!
Reply from STRATA Trust2026-06-03
Christopher, Thank you for your review! We’re sorry for the inconvenience you experienced online, but we’re glad Genesis provided the help you needed to get your address updated. Jessica Gaddy, Client Services Manager
Strata gets an A+ for communication and…
Strata gets an A+ for communication and keeping me updated through every step of the transaction. Representatives were very accessible and response times were minimal.
Reply from STRATA Trust2026-06-03
We’re glad to hear you had an A+ experience—thank you for recognizing our team’s communication and responsiveness! Best, Jessica Gaddy Client Services Manager
Person i WAS speaking to was very…
Person i WAS speaking to was very personable. I could clearly understand her. I didn't have to ask her to repeat all the time,
Reply from STRATA Trust2026-06-03
Sharon, We’re glad to hear communication was clear and comfortable—thank you for your feedback! Sincerely, Jessica Gaddy Client Services Manager
Customer Service that all Customers Hope For
In the cases where I needed assistance from your Customer Service Group, I have been treated professionally by the service personal I have spoken to. In each situation, I was greeted professionally and friendly. I would like to specifically mention two people that treated me like I was the most important customer that Stratus has. Additionally, each problem I had was handled quickly, by individuals that knew what they wefe doing. The two that I want to mention are: Hanni (sorry, but I cannot find the last name) and Brittany Sisneros). It would be great to deal with one of these people each time I reach out but, based on the professional attitude I have received thus far, I am confident that this professionalism is shared througout your company. Thanks for the great job. Dlon Sibley
Reply from STRATA Trust2026-06-03
Thank you for your thoughtful feedback, Don! We’re glad to hear you’ve consistently received friendly, professional service. We truly appreciate you recognizing Hanni and Brittany—they’ll be thrilled to hear your kind words. Sincerely, Jessica Gaddy Client Services Manager
Person was courteous and helpful when…
Person was courteous and helpful when finding solutions to address issues and answer questions.
Reply from STRATA Trust2026-06-03
Hi Jonathan, Thank you for your feedback! We’re glad to hear our representative was courteous and helpful in addressing your questions and concerns. Warmest Regards, Jessica Gaddy Client Services Manager
The people here have always been…
The people here have always been extremely helpful,and answered all my questions..
Reply from STRATA Trust2026-06-03
Hi Stephen, We’re glad to hear this—helping answer your questions is what we’re here for! Jessica Gaddy Client Services Manager
Great customer service
Great customer service, rep friendly and helpful.
Reply from STRATA Trust2026-06-03
We appreciate your review! It’s great to know our team provided a positive experience!