Financial Services
STRATA Trust CompanyFind BBB Accredited Businesses in Financial Services.
Information and Alerts
Important Information
Refund and Exchange Policy
Individual retirement accounts, under federal law, have a 7-day revocation, so clients should revoke and close the account within 7 days. We will review client situations on a case-by-case basis and may refund fees if warranted. As a matter of goodwill, we are willing to waive or refund a fee if due to an error on our part.
Payment Method(s)
Clients may pay their annual account fee by check, credit or debit card.
Products and Services
Not applicable
Service Area
- MCLENNAN County, TX
BBB Business Profiles may not be reproduced for sales or promotional purposes.
BBB Business Profiles are provided solely to assist you in exercising your own best judgment. BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. However, BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles.
When considering complaint information, please take into account the company's size and volume of transactions, and understand that the nature of complaints and a firm's responses to them are often more important than the number of complaints.
BBB Business Profiles generally cover a three-year reporting period. BBB Business Profiles are subject to change at any time. If you choose to do business with this business, please let the business know that you contacted BBB for a BBB Business Profile.
As a matter of policy, BBB does not endorse any product, service or business. Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation. BBB charges a fee for BBB Accreditation. This fee supports BBB's efforts to fulfill its mission of advancing marketplace trust.