Synergy Financial Reviews 

243
TrustScore 4.5 out of 5

4.3

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Review summary

Created with AI, based on recent reviews

Considering 45 reviews, reviewers overwhelmingly had a great experience with this company. Customers consistently highlight the quick and efficient services provided, appreciating the professionalism and understanding skills of the staff. Many people found the agents to be honest, patient, and dedicated to finding the best solutions for their needs, often going above and beyond expectations. The communication and detailed explanations from the staff made complex processes much easier to understand, leading to a smooth and straightforward experience for consumers. However, some reviewers were not happy with certain representatives, mentioning poor advice and a lack of proactive communication regarding investment performance.

What people talk about most

Staff

Consumers find staff to be positive, highlighting their professionalism, expertise, and commitment to client... See more

Service

Reviewers mention positive feedback about service, highlighting professionalism, efficiency, and genuine... See more

Customer service

Customers had positive experiences with customer service, highlighting the helpfulness and support received... 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

243 reviews

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No recent history of asking for reviews

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Hasn’t replied to negative reviews

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4.3

All reviews

(243)

43 reviews in the last 12 months

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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

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Rated 5 out of 5 stars

Harry was awesome

Harry was awesome. He was pro-active, responsive and followed through on each step of the process to make the financing process work smoothly.

February 4, 2025
Unprompted review
Rated 5 out of 5 stars

I am very happy to work with Ryan…

I am very happy to work with Ryan Smith. He is very knowledgeable about what program of the loan is good for you and very patient to explain everything. It process so easy and smoothly. If you reading review looking for a loan please give Ryan a call he is the best.

January 30, 2025
Unprompted review
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Rated 5 out of 5 stars

Greetings everyone,

Greetings everyone,

I am a client of this company and I also collaborate with them to help small business owners obtain capital to succeed!
It is always a pleasure to work with Lucas and his team who expedite my clients request for funding as soon as they receive the file. You are in good hands with Synergy Finance I can assure you!

January 9, 2025
Unprompted review
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Rated 5 out of 5 stars

Great company excellent customer…

Great company excellent customer service by Josh Hansen he helped me to obtain funding for my small business he was very knowledgeable and professional and if you need funding Josh can help I highly recommend

January 6, 2025
Unprompted review
Rated 5 out of 5 stars

Quick & Transparent service

Me & my husband worked with Kevin Blanco, Provided what we were looking for and the process went smooth. We will definitely visit him again. Thanks Kevin!

December 9, 2024
Unprompted review
Rated 5 out of 5 stars

Ivan was amazing to work with!

Ivan was amazing to work with!! He truly helped me through the whole process which only took 48hours! I have already referred 6 stylist that I know if you have any questions or want a personal review you can reach out to me directly!!

November 22, 2024
Unprompted review
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Rated 5 out of 5 stars

Ryan Smith has been very helpful

Ryan Smith has been very straightforward and helpful in getting us the loan we needed. We had some transitioning problems on our end that he helped us work out and got us up and running. I recommend Synergy Financial to anyone tired of having to rely on the big banks.

December 2, 2024
Unprompted review
Rated 5 out of 5 stars

Jacob was extremely professional and…

Jacob was extremely professional and kept me updated through the entire process. We had a hiccup on my end but he never stop trying to help me. I honestly can’t say enough good things about his professionalism. I have to say I did get approved but if I didn’t I would still recommend him for sure. My company will definitely be contacting him in the future!
Thank you Jacob

Jamie Orgeron

November 26, 2024
Unprompted review
Rated 5 out of 5 stars

Great Service

Joe Felix was our account manager and he was amazing to deal with…very kind, considerate and thorough. We would not hesitate to recommend Joe to any clients looking for a new lender.

November 16, 2024
Unprompted review
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Rated 5 out of 5 stars

The Vargas Touch

I have worked with my contact (Jacob) for several months........he has been steady and reliable, poised and professional and concerned at every contact with accuracy of his statements and my understanding.

Directly as a result of his work I am satisfied with my arrangement.

October 31, 2024
Unprompted review
Rated 5 out of 5 stars

My business name is Judy’s…

My business name is Judy’s confectionary, why I chose 5 stars? I have been working with Marco mendes for a while now, he’s always there when needed, get you funded the same day, I’m looking forward to work with him, and grow with him business wise. Thank you Marco.

October 21, 2024
Unprompted review

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