Synergy Financial Reviews 

245
TrustScore 4.5 out of 5

4.3

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Review summary

Created with AI, based on recent reviews

Looking at 45 reviews, reviewers overwhelmingly had a great experience with this company. Customers consistently praise the staff for their exceptional communication skills, professionalism, and understanding, making interactions pleasant and productive. Many people highlight the quick and efficient service, with representatives diligently working to secure the best outcomes and provide clear explanations. Reviewers often describe their overall experience as smooth, easy, and supported, feeling confident throughout the process. Consumers appreciate the personalized approach and the genuine care shown by the team, ensuring their needs are met effectively.

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

245 reviews

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No recent history of asking for reviews

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4.3

All reviews

(245)

45 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

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
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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
Rated 1 out of 5 stars

BLOCK THEM!!

BLOCK THEM!!! DO NOT APPLY!!! received constant emails and calls with offer of funding and request for my bank statements. After finally talking to Aaron Cruz and receiving an application I submitted the app and uploaded my statements. I purposefully left out my SSN and told them I didn’t want to use it because it was “business financing”. Aaron called me and said that he need my SSN or underwriting would reject it. I caved in and gave him my SSN and now have been ghosted for two weeks. I called him today and his number is out of service. I will add that the next day my credit card got declined and I got a fraud alert from my bank where I had to verify my charges. That hasn’t happen to me in a long time. Something is definitely NOT RIGHT with this company and I suggest the authorities look into them.

October 10, 2024
Unprompted review
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.

October 14, 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

October 18, 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!

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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.

October 11, 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

October 11, 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.

October 17, 2024
Unprompted review
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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!

October 15, 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!

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Rated 1 out of 5 stars

total rude scammers

total rude scammers

October 9, 2024
Unprompted review
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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!?

October 8, 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

October 6, 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

October 4, 2024
Unprompted review
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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.

October 3, 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!!

September 16, 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.

September 25, 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.

September 19, 2024
Unprompted review
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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

July 15, 2024
Unprompted review

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