Knowledgeable and efficient.
Reply from STRATA Trust2026-06-03
We’re glad to hear you had an efficient experience—thank you for your feedback!
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
Always great customer service
Always great customer service! I took off a star since I had to wait to speak to a representative for 15+ minutes.
Reply from STRATA Trust2026-06-03
Thank you for your feedback, Daniel! We’re glad to hear you consistently experience great service. We do apologize for the wait time, and we appreciate your patience—we’re always working to improve! Jessica Gaddy Client Services Manager
Interacting with Britany and Diego was…
Interacting with Britany and Diego was a great experience. Good job!!!!
Reply from STRATA Trust2026-06-03
Thank you for your kind words regarding your experience! We’ll be sure to pass along your feedback to Brittany and Diego. Jessica Gaddy, Client Services Manager
Service…
Your representative was very knowledgable, efficient and courteous.
Reply from STRATA Trust2026-06-03
Douglas, We’re glad to hear you received efficient and helpful service—thank you for your feedback! Jessica Gaddy Client Services Manager
Quick and smooth communication
Reply from STRATA Trust2026-06-03
HI John, We certainly appreciate this 5 star review!
What a team!
What a team! Friendly and SUPER efficient service. I highly recommend Strata Trust!
Reply from STRATA Trust2026-06-03
We appreciate your kind words! Friendly, efficient service is what we aim for, and we’re glad we delivered. Thank you for recommending Strata Trust! Jessica Gaddy Client Services Manager
The representative was easy to…
The representative was easy to understand, helpful and knowledgeable.
Reply from STRATA Trust2026-06-03
Thank you for your feedback! We’re glad to hear your representative was clear, helpful, and knowledgeable—we appreciate you sharing your experience. Jessica Gaddy
Brittany did an excellent job of…
Brittany did an excellent job of explaining how I can make the withdrawal of my retirement funds. She was polite, knowledgeable, patient, and friendly. Great work Brittany!
Reply from STRATA Trust2026-06-03
We’re so pleased to hear that Brittany provided such clear guidance and made the withdrawal process easy to understand. Her professionalism, patience, and friendly approach are exactly what we strive for. Jessica Gaddy, Client Services Manager
The lady that I spoke with was…
The lady that I spoke with was wonderful and very kind
Reply from STRATA Trust2026-06-03
Hi Lorene, Thank you for providing this wonderful review! It means the world! Jessica Gaddy
Christie was delightful
Christie was pleasant, helpful, patient and informative with me.
Reply from STRATA Trust2026-06-03
Cynthia, We are so happy to hear that Christy provided you with such informative and patient service! We'll be sure to share your feedback with her and the rest of the STRATA team! Warmest Regards, Jessica Gaddy Client Services Manager
Best overall call ever!
Best overall interaction call ever! Brittany most knowledgeable & helpful. Requested callback, but took a chance & got right in!
Reply from STRATA Trust2026-05-12
Barry, Thank you for the wonderful feedback! We’re so glad to hear you had such a positive experience with Brittany. Her knowledge and dedication to helping our customers truly make a difference, and we’ll be sure to share your kind words with her. Thank you again! Jessica Gaddy, Client Services Manager
Heaven was extremely helpful
Heaven was extremely helpful. Very courteous and professional!
Reply from STRATA Trust2026-05-12
Hi Douglas, Thank you for your kind feedback! We’re delighted to hear Heaven was so helpful, courteous, and professional. We truly appreciate you taking the time to share your experience. -Jessica Gaddy, Client Services Manager
Brittany Sisneros
Brittany Sisneros, in just a short amount of time, exceeded my expectations of what a Customer Service Representative should be. She listened patiently as I provided the reason for my call, then she quickly addressed the issue, and I was on my way. I appreciated her courtesy and knowledge. Hats off to Brittany Sisneros.
Reply from STRATA Trust2026-05-12
Thank you for your kind words! We’re thrilled to hear Brittany Sisneros provided such excellent service and exceeded your expectations. We truly appreciate your feedback and will be sure to share your recognition with her. Warm Regards, Jessica Gaddy, Client Services Manager
I recently needed help re-establishing…
I recently needed help re-establishing my password, and made a payment on my wife's account. Your associate, Genesis, was extremely helpful, and was very patient while I was working through the computer. Thank you for such excellent service, Best, Robert B Frost
Reply from STRATA Trust2026-04-03
Thank you for taking the time to share this experience, Robert. We’re so glad Genesis was able to assist you with resetting your password and completing the payment—her patience and helpfulness truly make a difference. We appreciate your kind words and are happy to help anytime! Best, Jessica Gaddy, Client Services Manager
Strata hires kind and helpful staff
I was dreading having to fill out an online form which I had tried yesterday to fill out. I got bogged down yesterday when I tried to fill it out myself and gave up yesterday afternoon. But then I was lucky enough to talk to Melissa Garcia today. She made everything easy. . She helped me fill out the form instructing me whenever I didn’t know what to fill out. She made everything easy. What a relief!
Reply from STRATA Trust2026-04-03
Thank you so much for sharing your experience! We’re thrilled Marissa was able to step in and make the process easy and stress‑free. We’ll be sure to pass along your kind words—she’ll be so happy to hear them! Jessica Gaddy, Client Services Manager
Complicated issues made navigable by a…
Complicated issues made navigable by a very responsive team at strata, pleasant to work with!
Reply from STRATA Trust2026-04-03
Thank you for the kind feedback! We’re glad our team could help make a complex situation easier to navigate—and it was a pleasure working with you. Warm Regards, Jessica Gaddy, Client Services Manager
Call center lady was very competent
Call center lady was very competent, patient and pleasent to work with!
Reply from STRATA Trust2026-04-03
Hi Robert, Thank you for taking the time to leave this awesome review! We are so happy to hear that your needs were met with competency and patience! Warm Regards, Jessica Gaddy, Client Services Manager
The Strata's Rep went above and beyond…
The Strata's Rep went above and beyond to ensure my request was fully resolved.
Reply from STRATA Trust2026-03-24
Thank you, Alexis! We’re so glad to hear our representative went above and beyond to fully resolve your request. We truly appreciate you taking the time to share your experience.
Wendy
Wendy was both professional and proficient - a pleasure to speak with - She was EXCELLENT! It would be great if you could shorten the "wait time"!
Reply from STRATA Trust2026-03-24
Thank you for your feedback! We’re delighted to hear Wendy was professional, proficient, and a pleasure to speak with. We also appreciate your note about wait times and are always working to improve the experience. Sincerely, Jessica Gaddy, Client Services Manager
This has been a brand new experience…
This has been a brand new experience and Heather was just a pro to work with. She walk me through everything she could and we are here now waiting to the process done and the purchase of the siler happening soon.
Reply from STRATA Trust2026-03-24
Robert, Thank you for sharing your experience! We’re so glad to hear Heather was such a pro and guided you through each step with care. We appreciate your patience as the process moves forward and look forward to completing everything with you soon. Best, Jessica Gaddy, Client Services Manager