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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Hasn’t replied to negative reviews

How this company uses Trustpilot

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Rated 1 out of 5 stars

AWFUL COMPANY TO DO BUSINESS WITH

Rep claims to be in good standing; but they are not. They are actually rated F. Yes, they call every day, with another bogus name. The person I was told is named as Jordan Davis. He's pushy and way over zealous in his communications.

19 August 2024
Unprompted review
Rated 5 out of 5 stars

From application through to approval…

From application through to approval process and finally funding, I find the process stressful. What I found with Ryan from Synergy is that he fought for me and worked hard to minimize the stress involved.

2 August 2024
Unprompted review
Rated 1 out of 5 stars

"You're obviously not the owner."

The frequently call our business offering services. Each time we say we're not interested and ask to be removed from their call list. On the last 3 attempts, their rude reply to that was "You're obviously not the owner" followed by click. Great people you have representing your company, Synergy.

1 August 2024
Unprompted review
Rated 1 out of 5 stars

Scam company trying to get your bank…

Scam company trying to get your bank records and personal information. They are supposed to be based in New York, but they always call me from a local Arizona phone number, but they use an Indian call center to speak to me. A different phone number is used each time, so it is impossible to block their phone calls. No legitimate company acts like this. After telling them I am not interested in an unsolicited loan from them, they don't care. They call back almost 4 to 5 times a week even after I have told them I don't want a loan from them. I am not not willing to email or fax my bank statements and personal information to some scammers. Fortunately, my phone app is very good at warning me when a potential scammer is calling and most of the time I just send their calls straight to voicemail and they never leave a voicemail. But when I have time on my hands, I take their calls and experiment with the many functions of my new phone system without having to possibly waste a call from a real customer. So, in that way, I don't mind their calls so much. I know I can experiment with their calls and not lose any potential business, other than the time I waste on the phone with them. I have call waiting, so when a real customer is calling me I just quickly hang up on the scammers and move on to the real customer call.

3 July 2024
Unprompted review
Rated 1 out of 5 stars

Absolute scammers

Absolute scammers. They use fake numbers to try to speak to the business owners. I have had as many as 10 a day to my business going on for months now. Doesn't matter what you say to them, they keep calling. These people need to be shut down!!!!!!!

17 May 2024
Unprompted review
Rated 1 out of 5 stars

They are calling from fake numbers

I told them hundred times not to call me and they accepted to remove my phone number from their system but still keep calling. "This is synergy finance can I talk to the owner". Three times today and everyday the same.

In what language we should ask you not to call to cellphones and if people wants your services they will call you. It is annoying system always calling from fake numbers and when we return the call it goes nowhere. You are ruining your company reputation. Please stop calling without asking your services.

6 May 2024
Unprompted review
Rated 1 out of 5 stars

SCAM - BEWARE!!!

Got me to send bank statements then blocked my calls with a phone app that says "busy call back". PLEASE see reviews at BETTER BUSINESS BUREAU" SCAM COMPANY, BEWARE!!!

30 April 2024
Unprompted review

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