Edward Jones - Financial Advisor: Mehdi Ahmadi - McKinney (TX)

Margo Liss We have been with RPOA since long before the name change and are grateful for the peace of mind they provide. Their methodology aligns with mine and all of the folks take very good care of us. They are accessible, responsive and are just generally down-to-earth folks. Add to that that our portfolio is doing very well. Wins all around!

James Held I would like to thank Brittany Sisneros for the great experience working with he to resolve my issue. Brittany was very professional and proficient. I have always had a great experience with the Strata Trust team. So its my pleasure to recommend Strata Trust to other potential investors. Sincerely, James R Held

Mark Offutt Very very nice and polite people . Would never go to another bank . They treat me like a person not just a number .

Josh Excellent place with amazing people! I highly recommend stopping by.

Kristen Liskey Love Amy and Wendy at Sage Investments! They are kind, knowledgeable and professional. They were responsive to my concerns and went above and beyond to help my family and me.

Sade McMullen Very professional experience with Chuntaya! Makes the process super easy and makes sure you’re on top of everything. I have been a client for a few years and would recommend to everyone