Synergy Financial Reviews 

246
TrustScore 4.5 out of 5

4.3

While we don't verify specific claims because reviewers' opinions are their own, we may label reviews as "Verified" when we can confirm a business interaction took place. Read more

To protect platform integrity, every review on our platform—verified or not—is screened by our 24/7 automated software. This technology is designed to identify and remove content that breaches our guidelines, including reviews that are not based on a genuine experience. We recognise we may not catch everything, and you can flag anything you think we may have missed. Read more

Review summary

Created with AI, based on recent reviews

Evaluating 46 reviews, reviewers overwhelmingly had a great experience with this company. Customers consistently praise the staff for their professionalism, helpfulness, and excellent communication. Many highlight the quick and efficient service, noting how agents diligently secure funding and provide solutions. People appreciate the personalized approach, with agents demonstrating a deep understanding of their needs, making the process smooth and easy. Consumers frequently describe their overall experience as excellent, feeling confident and supported. Reviewers often highlight the trustworthiness and reliability of the service, with outcomes matching expectations. Many enthusiastically recommend the company and its agents to others seeking similar services.

What people talk about most

Staff

Clients share positive opinions on staff, frequently highlighting their professionalism, helpfulness, and... See more

Service

Customers consistently note positive experiences with service, highlighting professionalism, efficiency, and... See more

Customer service

Users describe positive interactions with customer service, highlighting agents as helpful, supportive, and... See more

Reviews shaping this summary

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 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 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

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


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

4.3

Excellent

TrustScore 4.5 out of 5

246 reviews

5-star
4-star
3-star
2-star
1-star

No recent history of asking for reviews

This company hasn't invited customers recently, so reviews may not be representative

Hasn’t replied to negative reviews

How this company uses Trustpilot

See how their reviews and ratings are sourced, scored, and moderated.

4.3

All reviews

(246)

46 reviews in the last 12 months

Write a review
Companies on Trustpilot aren't allowed to offer incentives or pay to hide reviews. Reviews are the opinions of individual users and not of Trustpilot. Read more

Advertisement
Rated 1 out of 5 stars

Constant spam calls

This company has been calling my business, literally dozens of times every day! I blocked their number, the following day they have a new number... Rinse, lather, repeat.

September 17, 2022
Unprompted review
Advertisement
Rated 5 out of 5 stars

Very Fast and great customer service…

Very Fast and great customer service Very good experience with synergy financial company I am small business owner so I need funds sometimes
Special Thanks to mr. Marco Mendes..he is very friendly & helpful all time..
I appreciate 👍

May 11, 2022
Unprompted review
Advertisement
Rated 5 out of 5 stars

My company was in need of some working…

My company was in need of some working capital We got in touch with Mr. Kevin he helped us to easy process and we were funded overnight. Would definitely recommend Mr. Kevin to anyone looking for working capital, he’s good

April 22, 2022
Unprompted review
Rated 4 out of 5 stars

Joe Felix

Joe Felix, my rep was very helpful in finding me sources of capital that I was not aware of before. I learned a lot about lenders and borrowing money after working with him.

April 21, 2022
Unprompted review
Advertisement
Rated 5 out of 5 stars

I am a small business owner

I am a small business owner who occasionally requires additional funding for business growth. ( New equipment, team expansion, large project funding …). I have worked with Synergy Financial and Joe Felix for a few years now. Joe is professional, accurate, timely and honest. I would recommend Synergy and Joe to any of my colleagues.
Many thanks Joe.

April 20, 2022
Unprompted review
Rated 5 out of 5 stars

Expectational service

Expectational and prompt service. Very happy with the service received from both Alex and Kevin. They worked very hard to find the best rate and funding for our company. We would highly recommend them for your borrowing needs to expand your business.

April 20, 2022
Unprompted review
Rated 1 out of 5 stars

I would never use this company

I would never use this company. They constantly harass our business with sales calls. The telemarketing employees are rude, and they do not respect anyone. We have asked to be removed from their list multiple times. They still call at least 15 times a day. Not sure why anyone would ever do business with someone that calls into a business.

April 19, 2022
Unprompted review
Advertisement
Rated 5 out of 5 stars

Larry at Synergy Financial is amazing

Larry at Synergy Financial is amazing. He is so efficient, and effective, and managed to get us approved for the loan that we were looking for at a very reasonable rate. I highly recommend Larry for all your small business funding needs.

April 18, 2022
Unprompted review
Rated 5 out of 5 stars

Larry helped us out to get the loan we…

Larry helped us out to get the loan we needed. It was his perseverance and hard work that paid off in the end. If it wasn’t for Larry my brother would have lost his shop. We had a few hiccups along the way. But with your continued efforts you were able to come through. What I really loved is Larry made sure we new what was happening all through the process by texting and emailing us to keep us informed. At this particular time Larry had a personal upset and was still able to come through. THANK YOU LARRY FOR ALL YOUR HARD WORK!! we continue to work another day because of you.

April 16, 2022
Unprompted review

The Trustpilot Experience

Anyone can write a Trustpilot review. People who write reviews have ownership to edit or delete them at any time, and they’ll be displayed as long as an account is active.

We use dedicated people and clever technology to safeguard our platform. Find out how we combat fake reviews.

Learn about Trustpilot’s review process.

Here are 8 tips for writing great reviews.

Verification can help ensure real people are writing the reviews you read on Trustpilot.

Offering incentives for reviews or asking for them selectively can bias the TrustScore, which goes against our guidelines.

Take a closer look