STRATA Trust（stratatrust.com）在 OK.one 的综合评分为 4.8 分（满分 5 分），基于本站收录的 103 条用户评价，属于金钱与保险分类，口碑优秀。好评高度一致，95% 的评价为 4 星及以上；商家回复了 100% 的差评。数据最后更新于 2026-08-10。
一位出色的女士帮助了我，她花时间引导我完成整个过程。与一个如此友善且不会催促您完成整个过程的人交谈真是太好了。她很棒。
It's always so nice to hear that our clients are so thoroughly taken care of. We appreciate the opportunity to serve as your Self Directed IRA Custodian! Warm Regards, Jessica Gaddy, Client Services
客户服务代表非常出色——经验丰富且训练有素。满足我的所有要求并回答我的问题。
Hi There! Thank you for taking the time to leave us this wonderful 5-star review! Sincerely, Jessica Gaddy, Client Services Manager
梅丽莎一接电话就让我放心了。从她甜美的声音和语气中我就知道我的通话会成功！我并不期待接到这个电话，因为我似乎总是对你们的网站有问题，而且真的不想打这个长达一个小时的电话。我们必须纠正我的帐户上的一些问题。梅丽莎对我的每个问题都非常耐心，并引导我完成，所以我在使用你们的网站时感到更加自信。梅丽莎·斯特德（Melissa Stead）是一位非常可爱、耐心和关怀的女人。我印象非常深刻，如果我需要再次寻求帮助，我会请求梅丽莎。
Hi Janna, Thank you for sharing your experience! We’re so glad Melissa was able to assist you with great patience! She is an asset and we are lucky to have her as a part of our STRATA team! Sincerely, Jessica Gaddy, Client Services Manager
梅丽莎再次为我提供了很大的帮助，并能够解决我帐户上的问题。
Wes, thank you for sharing the experience you had with our agent, Melissa. We look forward to continuing to serve all of your self-directed IRA needs! Warmest Regards, Jessica Gaddy, Client Services Manager
Genisus 真是太棒了。 她向我解释了一切，使交易变得如此简单。 看来是贵妇人了。 我真的很喜欢和她一起工作。 我感觉我所有的焦虑都消失了。 她是最伟大的。
Rosemary, We appreciate your review and are so thrilled that Genesis provided such wonderful support. Thank you for taking the time to share! Best, Jessica Gaddy, Client Services Manager
Strata 的第一个接电话的人帮助我填写了表格和程序。
Thank you very much for sharing this wonderful 5-star review! Sincerely, Jessica Gaddy, Client Services Manager
布列塔尼·西斯内罗斯！ 她花时间陪我。我有多个问题和一些挑战。 她一直和我在一起。她很有耐心而且很专业！有时，当我给 Strata 打电话时，我听不懂他们的意思（他们的母语可能不是英语），有时，他们急于挂断电话，而不花时间让我听懂。 但布列塔尼今天做得非常出色，我希望她的老板知道，我们另一端的客户欣赏她和其他像她一样有耐心和知识的人。 谢谢布列塔尼。 史黛西·S。
Thank you for your thoughtful review. We’re thrilled to hear that Brittany provided such helpful and friendly support. She is a wonderful member of our team, and your recognition means a great deal. We appreciate you sharing your experience with us. Best, Jessica Gaddy, Client Services Manager
希瑟非常友善地帮助我填写必要的表格。 她在向我解释某些信息方面非常有帮助。
埃里克·里瓦斯绝对是杰出的。 一流的支持
您的员工提供了很好的信息，非常有帮助！
客户服务代表非常耐心和乐于助人
希瑟乐于助人、友好、无限耐心、友善，而且在各方面都非常专业。希望其他地方的顾客“关心”的人也像她一样吧！她太棒了。
Thank you for your thoughtful review. We’re thrilled to hear that Heather provided such helpful, friendly, and professional support. She is an exceptional member of our team, and your recognition means a great deal. We appreciate you sharing your experience with us. Best, Jessica Gaddy, Client Services Manager
地层太棒了！布列塔尼·西斯内罗 (Brittany Sisnero) 知识渊博、专业、风度翩翩且高效。 她能够帮助我填写在线表格、签名密码信息（私人），并了解如何下载文档！这次经历是非凡的！
Hi There, Thank you for the great feedback! We’re so glad Brittany was able to assist with your forms, passcode info, and document downloads. Your kind words mean a lot to us! Warm Regards, Jessica Gaddy, Client Services Manager
她对我很有耐心并帮助我完成任务
Doris, Thank you so much for taking the time to leave this wonderful 5-star review. We are so thrilled to hear that you IRA needs were taken care of with patience and helpfulness. Sincerely, Jessica Gaddy Client Services Manager
客户服务助理 Natalie Jensen 是我在 STRATA TRUST 遇到过的最居高临下的客户服务代表之一。 没有帮助，不关心，态度恶劣且不专业。 如果这是持有你资金的控股公司——我会去其他地方。 如果可能的话，我会将我的 $$ 从 STRATA TRUST 中移出 -
Thank you for your review. Every action we take should make the client experience better, and we are disappointed to hear that we have not met your expectations. We would love the opportunity to speak with you regarding your particular experience and have both left a voicemail and sent an email to the information of record. We can use your valuable feedback to deliver a better experience for you in the future. Jessica Gaddy Client Services Manager
桑德拉非常乐于助人且高效。 她清楚地解释了正在做什么和我的问题。
Karen, We appreciate your review and are so thrilled that Sandra provided clear and helpful support. Thank you for taking the time to share! Best, Jessica Gaddy, Client Services Manager
非常有礼貌的客户服务。 😊 她应该立即加薪！ 与他人合作时，您应该以她的服务为榜样。
Hello, Thank you for the wonderful feedback! We’re thrilled to hear you received such courteous service from Heather. We’ll be sure to share your kind words with her—comments like yours truly mean a lot to our team! Warm Regards, Jessica Gaddy, Client Services Manager
布列塔尼用耐心和知识解决了我的问题和疑虑。她帮助我了解了我的在线帐户、密码和 IRA 详细信息。 她很令人愉快、专业且善解人意。非常感谢！ 奥德拉
Thank you for the lovely review, Audra! We’re happy to hear Brittany was pleasant, professional, and helpful with your account and IRA questions. Your feedback means a lot to us. Thanks Again, Jessica Gaddy, Client Services Manager
我的 401K 已经在 Strata Trust 工作了大约 7 年，到目前为止，与客户服务代理的每次电话联系都很愉快。 最近的电话是请求协助，以确保年度 RMD 的文件填写准确，并在截止日期前提交请求。这也是一次愉快的通话。 接听电话的专业客户支持女士知识渊博、平易近人、亲切，并且对我的所有问题和疑虑都做出了回应。此外，她以友好和乐于助人的态度和语气完成了这一切。 事实上，她竭尽全力让我放心，她的技能让我及时完成了工作，总而言之，她给人的印象是一位非常好的年轻女士，也是 Strata Trust 的宝贵资产。
Carol, We agree completely - Heather is an incredibly valuable asset and we are lucky to have her as a part of our STRATA team! Thank you for sharing your experience with us! Best, Jessica Gaddy, Client Services Manager
太棒了，让一切变得简单
Robert, Thanks so much for this stellar 5-star review!
共 103 条符合条件的评价