Well it has been a slog. I finally got through to a person for the 3rd time. Heather explained that the new metals distribution form wouldn't allow a minus amount as in wire fees and the like. She ex... See more
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Review summary
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Unfortunately, my e-message communications regarding a pressing problem were met with form replies that ignored the main issue. A last form reply delayed when the matter would be considered. Finally,... See more
Company replied
My task was a simple one (change of address and phone number) but with all the security from fraud these days my representative was patient, pleasant, and most helpful person I've had the pleasure to... See more
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Heather Kostroun was so friendly and pleasant! It took quite awhile to resolve my request because I had trouble changing my password, but she stuck with me! Instead of my phone call being frustratin... See more
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Company details
Written by the company
Leading self-directed IRA custodian for investors seeking to diversify their retirement portfolio with alternative investments - real estate, private equity, crowdfunding and more, and serving investment professionals, sponsors and platforms nationwide.
Contact info
7901 Woodway Drive , 76712, Woodway, United States
- stratatrust.com
4.8
Excellent
2K reviews
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This company invites their customers to review, whether positive or negative
Replied to 100% of negative reviews
Typically replies within 1 week
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Sandra was very helpful and efficient
Sandra was very helpful and efficient. She explained clearly what was being done and my questions.
November 7, 2025
Reply from STRATA Trust
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
Extremely courteous client service
Extremely courteous client service. 😊
She deserves an immediate pay raise!
You should model her service when working with others.
November 7, 2025
Reply from STRATA Trust
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
Brittany addressed my questions and…
Brittany addressed my questions and concerns with patience snd knowledge. She helped me with my online account, password, and IRA details. She was pleasant, professional, and understanding. Greatly appreciated!!
Audra
November 5, 2025
Reply from STRATA Trust
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
Reply from STRATA Trust
Robert, Thanks so much for this stellar 5-star review!
Strata Trust cares for their clients.
My 401K has been with Strata Trust for about 7 years now, and every telephone contact with customer service agents, so far, has been pleasant. The most recent call was to request assistance in making sure the paperwork for the yearly RMD was filled out accurately and the request was submitted before the deadline. This was also a pleasant call. The professional customer support lady who answered my call proved to be knowledgeable, approachable, relatable, and responsive to all of my questions and concerns. Furthermore, she did it all with a friendly and helpful attitude and tone of voice. In fact, she went above and beyond helpful to put me at ease, her skills got the job done right in good time, and all in all, she came across as a very nice young lady and a valuable asset to Strata Trust.
October 31, 2025
Reply from STRATA Trust
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
Gold IRA service is quick
Gold IRA service is quick, competent and pleasant. No criticism whatever.
October 30, 2025
Reply from STRATA Trust
Mr. Marshal,
We really do appreciate the time you took to leave us this wonderful review. We look forward to servicing your self-directed IRA needs in the future!
Best, Jessica Gaddy, Client Services Manager
Excellent Customer Service by Brittney
I spoke with Brittney about a mistake I made on my distribution paperwork. She was so kind and helped through to completion. She also verified my ACH bank information and the amt of my distribution.
October 31, 2025
Reply from STRATA Trust
Jackie,
Thank you for sharing your experience! We’re so glad Brittney was able to assist you with care and attention to detail. She is a gem and we are lucky to have her as a part of our STRATA team!
Sincerely, Jessica Gaddy, Client Services Manager
Strata Trust Company is bigger and better than all the rest!
Strata is an excellent and reliable Texas-chartered trust company, which allowed me to invest in alternative assets beyond typical stocks & bonds. I'm confident Strata Trust has my Self-Directed Roth IRA safe and sound! As we Texans say, "Everything in Texas is bigger and better than all the rest! ;-)
October 24, 2025
Reply from STRATA Trust
Thank you for the wonderful feedback and Texas-sized compliment! We’re proud to provide a secure and reliable way to help clients like you invest in alternative assets. We truly appreciate your trust in Strata Trust!
Warmest Regards, Jessica Gaddy, Client Services Manager
Calm
Calm, patient, friendly, helpful, informative. Continued helping me until issues were resolved.
October 24, 2025
Reply from STRATA Trust
What a wonderful review to read! I can't wait to share this with the STRATA Team!
Best, Jessica Gaddy, Client Services Manager
My call to STRATA
My call to STRATA was received by Eric. Besides the expected curtesy and professionalism, Eric exuded an air of genuineness in wanting to extend to me every bit of help. After our business \ conversation was concluded, I felt I had just spoken to a friend. Kudos to him and to STRATA for retaining a person of his caliber.
October 23, 2025
Reply from STRATA Trust
Hi Mario,
We’re delighted to hear Eric provided genuine, professional support and made your experience feel personal and friendly. We’ll be sure to pass along your appreciation—he’ll be so pleased to hear it!
Jessica Gaddy, Client Services Manager
Heather was very helpful and very patient with me.
The form was hard to understand how it worked, but the person who answered the phone - Heather - was so helpful and patient. She walked me through the process and I was able to get what I had to do done.
October 23, 2025
Reply from STRATA Trust
Susan,
Thank you for your feedback! We understand that some forms can be a bit tricky, and we’re so glad Heather was there to guide you through the process with patience and care. Have a wonderful day!
Jessica Gaddy, Client Services Manager
Brittany was EXCEPTIONALLY sweet and…
Brittany was EXCEPTIONALLY sweet and helpful for me today. She solved ALL my issues with a smile I could gel thru my phone!
October 23, 2025
Reply from STRATA Trust
Thank you for your wonderful feedback! We’re so happy to hear Brittany provided such friendly and effective support. We’ll be sure to share your kind words with her and the rest of the STRATA team!
Best, Jessica Gaddy, Client Services Manager
The gal that helped me was more than…
The gal that helped me was more than enough help too much and I messed it up. I want to thank you hon thank you very much.
October 22, 2025
Reply from STRATA Trust
Thank you for your thoughtful message! We’re glad our team could assist, and we appreciate your kind words.
Thanks again! Jessica Gaddy, Client Services Manager
Customer service very helpful in facilitating my distribution request.
Customer service very helpful in
October 16, 2025
Reply from STRATA Trust
Hi Timothy,
Thank you so much for sharing your experience with us!
Best, Jessica Gaddy, Client Services Manager
Very helpful!!
October 15, 2025
Reply from STRATA Trust
Lisa, Thank you so much for leaving this awesome 5-star review!
The team is smart pleasant and make…
The team is smart pleasant and make difficult processes easy!
October 15, 2025
Reply from STRATA Trust
Hi Laurence,
Thank you for the wonderful feedback! We’re thrilled to hear our team made the process smooth and straightforward. We appreciate your kind words and the opportunity to assist you with your STRATA Trust IRA!
Sincerely, Jessica Gaddy, Client Services Manager
Strata made it easy to do business
Brittany was very nice and basically did everything for me after I provided the required information. Easy, professional and answered all my questions.
October 14, 2025
Reply from STRATA Trust
Thank you for your kind feedback! We’re glad Brittany made the process easy and answered all your questions!
Best, Jessica Gaddy, Client Services Manager
Heather Kostroun was so friendly and…
Heather Kostroun was so friendly and pleasant! It took quite awhile to resolve my request because I had trouble changing my password, but she stuck with me! Instead of my phone call being frustrating, she made it a pleasant conversation and helped me all the way through! She also explained some things I didn't understand. She's a gem!!
October 8, 2025
Unprompted review
Reply from STRATA Trust
Hi Susan,
We are so happy to hear that Heather provided such friendly and pleasant service! Thanks for taking a moment to share your experience with us!
Warmest Regards,
Jessica Gaddy, Client Services Manager
Heather Kostroun did an excellent job…
Heather Kostroun did an excellent job helping me with my IRA RMD distribution. She probably spent approximately 1 hour on the phone helping me. She did an excellent job and I commend her for a job well done.
October 2, 2025
Reply from STRATA Trust
Thank you for your thoughtful message! We’re glad Heather could assist, and we appreciate your kind words.
Thanks again! Jessica Gaddy, Client Services Manager
Reply from STRATA Trust
Terry, Thank you for leaving this excellent 5 star review
Best Regards, Jessica Gaddy, Client Services Manager
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