STRATA Trust

Hi Carol, Thank you for your thoughtful feedback! We’re so pleased to hear that Wendy provided such patient, supportive, and helpful service. We’ll be sure to share your kind words with her—she’ll be thrilled. We appreciate your trust and look forward to assisting you again! Best, Jessica Gaddy, Client Services Manager

Thank you so much for your heartfelt review. It truly means a great deal to hear that every interaction with our team has been a positive one. Building trust and providing peace of mind — particularly when it comes to your life savings and retirement — is something we take very seriously. We’re grateful for your confidence in us and look forward to continuing to serve you for many years to come. Warm Regards, Jessica Gaddy, Client Services Manager

Hi Cynthia, Thank you for taking the time to share your experience. We’re so glad to hear that Heather was able to quickly understand your needs and guide you efficiently through the process. It’s wonderful to know you had everything resolved in just a few minutes. We’ll be sure to pass along your kind words to Heather — she’ll truly appreciate it. Thank you for trusting us to assist you! Sincerely, Jessica Gaddy, Client Services Manager

Thank you for your feedback. We’re glad to hear that Anna provided clear, patient, and knowledgeable assistance — we’ll be sure to share your kind words with her. Best, Jessica Gaddy, Client Services Manager

Thank you for sharing your experience. We’re so pleased to hear that Heather remained calm, patient, and supportive while helping you navigate the process—especially when adjustments were needed along the way. We’re proud of our team’s commitment to seeing things through, and we’ll be sure to pass along your kind words to Heather. Warmest Regards, Jessica Gaddy Client Services Manager

Thank you for your thoughtful feedback. We’re so glad to hear that Eric provided patient, professional, and step-by-step guidance throughout your distribution process. We’ll be sure to share your kind words with him and the team. We’re also sorry to hear your previous experience did not meet expectations. Your feedback helps us continue improving, and we truly appreciate you taking the time to share it. We look forward to assisting you again on your next distribution Jessica Gaddy Client Services Manager

We’re so glad to hear that Brittany Sisneros was able to step in and resolve the transfer issue for you. Providing timely and effective support is very important to us, and we’re thrilled she was able to turn your experience around. Have a wonderful day! Jessica Gaddy Client Services Manager

Kevin, Thank you so much for sharing this awesome 5 star review! Best, Jessica Gaddy, Client Services Manager

Good Morning John, Thank you for taking the time to share your feedback. We’re sorry for the worry this situation caused. Once we connected, our team worked to ensure your ability to access your account online, your holdings were verified, and the appropriate next steps were clearly outlined. We’re pleased to hear Heather was able to support you and appreciate you recognizing her efforts. Your feedback is valuable and helps us continue improving the client experience. Warm Regards, Jessica Gaddy, Client Services Manager

Thank you for sharing your experience. We’re pleased to hear that our team provided knowledgeable and helpful support while assisting with your paperwork. Taking the time to ensure forms are completed accurately and clearly is very important to us. We appreciate your kind words and are glad you had a great experience. Thank you for the opportunity to serve you.

hank you for sharing your experience! We’re thrilled to hear that Sandra provided such kind, patient, and courteous support. We’ll be sure to pass along your appreciation—thanks for choosing Strata Trust! Warm Regards, Jessica Gaddy, Client Services Manager

Hi Daniel, We’re delighted to hear that Heather Kostroun provided such patient, and professional support. She takes great pride in making sure clients feel comfortable and confident, no matter the pace or complexity of the request, and your kind words mean a great deal. We will be sure to share your feedback with Heather and our team. Thank you again for trusting us — and for the “10 stars”! Best Regards, Jessica Gaddy, Client Services Manager

Hi Douglas, Thank you for your feedback. We understand your frustration regarding the scheduling process and travel timing. Due to the security protocols required for depository visits, advance approval and scheduling are necessary to protect client assets. At times, appointment availability might be delayed. We regret that the initial timing did not align with your travel plans. We are pleased that you were ultimately able to complete your visit and confirm your holdings. We’ve reached out to you directly as well to follow up. Warmest Regards, Jessica Gaddy, Client Services Manager

Bryan, Thank you for providing this wonderful 5 star review!

Thank you for your kind feedback! We’re so glad to hear Heather was able to answer all your questions in a polite and professional manner. We appreciate you choosing Strata Trust and are happy to support you anytime. Jessica Gaddy, Client Services Manager

Thank you so much for your kind words! We’re delighted to hear that Sandra was able to make the process simpler and quicker for you. We also appreciate your honest feedback about the wait time and are actively working to improve this. Your input helps us do better—thank you for taking the time to share it. Best, Jessica Gaddy Client Services Manager

Hi Timothy, We’re really glad Heather was able to step in, explain the issue clearly, and help get things resolved. We truly appreciate your patience and your kind words—high marks like this mean a lot to our team, and we’ll be sure to pass them along to Heather! Warmest Regards, Jessica Gaddy Client Services Manager

Hi Faye, We are happy to hear that Heather was able to assist you in such a fabulous way! Best, Jessica Gaddy, Client Services Manager

Thank you for sharing your experience. We’re sorry to hear about the frustration you’ve encountered. We’d like to clarify that STRATA Trust Company is not directly affiliated with, nor do we manage, precious metals brokers or their sales processes. That said, we absolutely want to help where we can. If you’re willing to provide your name and any relevant information, we’d be happy to review your account and see if there’s any way we can assist or help point you in the right direction. You can email us at [email protected]. We appreciate you bringing this to our attention and look forward to the opportunity to help. Sincerely, Jessica Gaddy, Client Services Manager

Thanks so much for the great review! We’re really happy to hear you had such a good experience. Brittany S. will be so glad to hear your kind words—she truly loves helping our customers. We appreciate you taking the time to share this! Sincerely, Jessica Gaddy, Client Services Manager