Synergy Financial Reviews 242

TrustScore 4 out of 5

4.2

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Review summary

Created with AI, based on recent reviews

Considering 51 reviews, reviewers had a great experience with this company. Customers consistently praise the staff for their helpfulness, professionalism, and dedication to finding the best solutions. Many people highlight the quick and efficient service, appreciating the clear communication and detailed explanations provided throughout their interactions. Reviewers frequently mention the excellent customer service, noting that representatives are knowledgeable, responsive, and genuinely invested in their clients' success. However, some people were dissatisfied with the advice received, citing instances of poorly educated representatives and a lack of proactive communication regarding investment performance. A few other people also felt that phone conversations were difficult due to difficulties in understanding representatives.

What people talk about most

Staff

Customers had positive experiences with staff. Many reviewers praised the professionalism, expertise, and... See more

Service

Clients share positive opinions on service, frequently highlighting the professionalism and efficiency of the... See more

Customer service

Customers consistently note positive experiences with customer service. Many reviewers highlight the... See more

Reviews shaping this summary

Rated 4 out of 5 stars

I was working with Jamie Sanchez and he was very persistent on getting me what I needed and also very patient with me and my busy schedule but we were able to get the deal done. I would recommend Jami... See more

Rated 4 out of 5 stars

what made me recomand this company is the quick services that they provide the communication skills and the uniderstanding skills of they pertners. i recomand you to this company you will experiance... See more

Rated 5 out of 5 stars

Jacob was an excellent rep who provided detailed information about the process and what to expect next. He was straight forward and worked quickly to identify the best funding options. Funded in less... See more

Rated 5 out of 5 stars

Jacob Vargas is the most gracious and honest agent I have worked with in the financial funding arena. He is patient, understanding, and calm, in an industry that has many who practice unsavory tactic... See more


Company details

  1. Loan Agency

Information provided by various external sources

Synergy Financial offers flexible, working capital solutions to small businesses in need of financing to sustain or grow their enterprise. We place a high value on trust & transparency while providing businesses with simple, quick, and customized financial solutions while utilizing our state-of-the-art technology platform.


Contact info

4.2

Great

TrustScore 4 out of 5

242 reviews

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1-star

Hasn’t replied to negative reviews

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Rated 5 out of 5 stars

Lines of credit as promised..

After working with Peter and Ryan on the initial loan, we're told we had additional line of credit, should we need 'em.. We opted to add one more piece of equipment to finish out
Our five year plan and called Peter back and sure enough within twenty four hours we had the money wired into our account.. even though it was for a lesser amount, they applied the same terms and payment schedule..
If you need quick funding without the hassles of the big banks these days, then this is a good alternative with these guys.

14 October 2024
Unprompted review
Rated 5 out of 5 stars

Very good service with jack Hernandez…

Very good service with jack Hernandez recommand this gentil best service and fast service

18 October 2024
Unprompted review
Synergy Financial logo

Reply from Synergy Financial

Thank you, Neji, for taking the time to share your experience. We are always here for you anytime you need us!

Rated 5 out of 5 stars

Will Contact Alex again

Worked with Alex. He educated me & my partner every steps and got us the funds when we need that.

11 October 2024
Unprompted review
Synergy Financial logo

Reply from Synergy Financial

Thank you, Maryam, for taking the time to share your experience. We are always here for you anytime you need us!

Rated 5 out of 5 stars

They are honest and fast And respond when you need them

Was easy to deal with and fast and people work there very helpful. Help me with I’m looking for .Recommend to everyone to deal with this company, Thank you jordan Diaz

11 October 2024
Unprompted review
Synergy Financial logo

Reply from Synergy Financial

Thank you, Fawaz, for taking the time to share your experience. We are always here for you anytime you need us!

Rated 5 out of 5 stars

Goog service

I am dealing with Larry more than one year now and he is the best when it comes to quick funding without hassle and very convenient to work. I will deal with him again and highly recommend this company as they always take the clients very seriously and take care of everything very smoothly.

17 October 2024
Unprompted review
Synergy Financial logo

Reply from Synergy Financial

Thank you, Yufei, for taking the time to share your experience. We are always here for you anytime you need us!

Rated 5 out of 5 stars

He was amazing

Marco Mendes,
He was amazing,
He always tried best to get things approved even where others can't. Thanks always!

15 October 2024
Unprompted review
Synergy Financial logo

Reply from Synergy Financial

Thank you, Lisa, for taking the time to share your experience. We are always here for you anytime you need us!

Rated 1 out of 5 stars

total rude scammers

total rude scammers

9 October 2024
Unprompted review
Synergy Financial logo

Reply from Synergy Financial

Hi Katie, We are sorry for your experience but we are pretty sure you confused us with some other business. Please share the details of the call you received and we will look into it immediately

Rated 1 out of 5 stars

They will NOT leave me alone

They will NOT leave me alone! they call every other week saying "remember you saying you were interested in our financing" it's more like do YOU remember me telling you to take me off your calling list!?

8 October 2024
Unprompted review
Rated 5 out of 5 stars

Jacob Vargas was a true professional…

Jacob Vargas was a true professional and made all attempts to be patient and not pushy
he was also very skillful and took all efforts to explain the financial aspects. Great working with him and the Synergy

6 October 2024
Unprompted review
Synergy Financial logo

Reply from Synergy Financial

Thank you, Chetan, for taking the time to share your experience. We are always here for you anytime you need us!

Rated 1 out of 5 stars

Scam Company

The calls stopped for a little while, but are now relentless again with unknown numbers.
If you ask questions about the business they get very defensive. Won’t tell me the owners name, Won’t prove what their real name is and get quite abusive when I won’t give them a correct email address.
Clearly, all the positive reviews are Their own people.
Absolute scam company

4 October 2024
Unprompted review
Rated 5 out of 5 stars

Ivan was superb with helping me get…

Ivan was superb with helping me get funded and was very much so communicating with me on the process. I would and will do business with him again.

3 October 2024
Unprompted review
Synergy Financial logo

Reply from Synergy Financial

Thank you, Bruce, for taking the time to share your experience. We are always here for you anytime you need us!

Rated 5 out of 5 stars

We needed funding for our business

We needed funding for our business, and Ryan Smith came through for us! He was able to get the money we needed to free up some cash to get us to the next level. Of course, I had my worries, but the money was in the account very quickly, and we were able to move on some very important things right away!!

16 September 2024
Unprompted review
Synergy Financial logo

Reply from Synergy Financial

Thank you, Mike, for taking the time to share your experience. We are always here for you anytime you need us!

Rated 1 out of 5 stars

Synergy Finance is a SCAN…

Jordan cold called me with this fantastic plan to offer my business a loan of 25k. It was the most unprofessional call I'd ever received. When I told him I was not interested he became very crude, rude, and used extremely foul language.
They are nothing but SCANMERS.

25 September 2024
Unprompted review
Rated 5 out of 5 stars

I had a fantastic experience working…

I had a fantastic experience working with Jacob and Synergy Finance LLC. Jacob was incredibly helpful and knowledgeable throughout the entire process of securing a business loan. He provided clear guidance, prompt communication, and went above and beyond to ensure that I received the best terms possible. Thanks to his expertise, I was able to secure the funding my business needed. I highly recommend Jacob and Synergy Finance to anyone looking for a reliable financial partner.

19 September 2024
Unprompted review
Rated 1 out of 5 stars

I had a refund deposited into there…

I had a refund deposited into there hands of 1300$ and can't have it until my account balance is at 2000$ what type of bullsh it is that. Is that there normal business acts or are they scamming me.? There customer service is no help and rude. There answer is always in a text or email so you don't know who's really on the other end

15 July 2024
Unprompted review
Rated 5 out of 5 stars

Great experience

Great experience. The process was smooth and people were really helpful.
Would always recommend and Jacob was really efficent!

11 September 2024
Unprompted review
Rated 5 out of 5 stars

Looking for funding to expand my…

Looking for funding to expand my business and grow it into the future. From the 1st phone call to the money arriving in my account was smooth, fast and consistent. Jack was in touch with me at every turn and kept me informed of each process. Awesome!

14 August 2024
Unprompted review
Rated 1 out of 5 stars

If not a scam, close to it

I received a cold call from this company, even though my number is on the Federal and state "do not call" lists. A pushy salesperson kept asking me for the details of my small business (which I don't have) and claimed they're FDIC insured (they're not).

28 August 2024
Unprompted review

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