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

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Rated 1 out of 5 stars

I left that place last year

I've been there for a long time and left that place last year. Their employees are like talking zombies! Most of them doesn't even understand what they're talking about! It's true, they do provide loans but the sad part is that, they lie for grabbing customers - especially to those who are polite. Nobody even knows if they are selling your data to a third party or not. The way they structured everything that, they would be on the safe spot. They say they are direct lender and located at US and Canada, it's all lie. First of all they are brokers and the company location they provide on the call doesn't even exists. How come you people trust someone whom you've never met before? A guy I know from NY once went to their US office location. There was no Synergy Finance. They are calling you from a 3rd world country that you don't even know it's name. If you wanna blame someone, blame yourself first for opening a business then blame their company's management authority, cause they force their employees to grab people like you. And with one sale, a dollar would be added on their paycheck. Yes, just one dollar. And with their hard work and your money, bosses are sleeping in money.

Edit: Some people out there could spread false news or it's a scamming company, which is not completely true. I've already described the things I've experienced out there. The rest is up to you!

21 June 2023
Unprompted review
Rated 5 out of 5 stars

Excellent customer service

I recently need funds for a marketing campaign for my business. I applied at Synergy Financial and Joe Felix promptly called me. He was so helpful at explaining different options for me. He was there with me the whole process and making sure I was getting the loan to fit my business. If you’re in the need for financial assistance, I highly recommend Joe Felix at Synergy.

23 February 2024
Unprompted review
Rated 5 out of 5 stars

Highly Recommend Larry Gonzalez

Larry Gonzalez has been A1. He is proactive in his dealings and always very professional. We have worked with Larry on numerous occasions over the past year and highly recommend his services.

10 January 2024
Unprompted review
Rated 4 out of 5 stars

Helped me fast

Helped me out quickly when I was pressed for time. Other sources did follow up later with better offers, but well after I needed it.

10 January 2024
Unprompted review
Rated 1 out of 5 stars

Again starting to received calls from…

Again starting to receive calls from Synergy Finance Tel; 519-886-7686. In the past I have been rudely bombarded with calls from Synergy Finance. Numerous times they call and just hang up. When I ask them to remove my number from their call list they abruptly hang up. Synergy Finance agents are the MOST RUDE people. I WILL NEVER DO ANY BUSINESS WITH THEM PERIOD.

9 November 2023
Unprompted review
Rated 1 out of 5 stars

I've asked these people to remove me…

I've asked these people to remove me from their calling list 100 times and they call me every day this needs to stop if you don't stop calling me synergy financial my lawyer is going to contact you and sue you for harassment you . Remove me from your list Immediately.

11 October 2023
Unprompted review
Rated 5 out of 5 stars

Just came off the phone from Synergy…

Just came off the phone from Synergy online banking help.
Srinivas spent more than 1/2 hour helping me sort out my problem.
He was curious helpfully and patient.
Got the problem solved.
Would recomend for many reasons but service is up there with the best

18 September 2023
Unprompted review
Rated 5 out of 5 stars

Great service

Joe gave us great personalized service. He is trustworthy and gave us competitive rates. We recommend using their services.

14 September 2023
Unprompted review

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