Synergy Financial Reviews 241

TrustScore 4.5 out of 5

4.3

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Review summary

Created with AI, based on recent reviews

Evaluating 53 reviews, reviewers overwhelmingly had a great experience with this company. Customers consistently praise the staff for their professionalism, communication skills, and helpfulness, often highlighting specific individuals for their exceptional service. Many people appreciate the quick and efficient service, noting that the process was smooth and stress-free. Reviewers frequently mention that the company's representatives are knowledgeable and committed to finding the best solutions for their needs. However, some customers also noted issues with communication, specifically mentioning challenges with clarity. A few other people also expressed concerns about the advice received or the suitability of products offered, with one customer citing a lack of proactive advice and follow-up from their advisor.

What people talk about most

Staff

Users describe positive interactions with staff, often highlighting their professionalism, expertise, and... See more

Service

Customers had positive experiences with service. Many reviewers praised the professionalism, efficiency, and... See more

Customer service

Consumers find customer service to be positive. Many reviewers praise the helpfulness and professionalism of... 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 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

Rated 5 out of 5 stars

Want to give a special thanks to Ryan Smith for assisting Us in getting funding. We have some major projects coming and needed immediate funds. Ryan was able to get us a loan with terms that suited ou... 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

241 reviews

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Hasn’t replied to negative reviews

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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!

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
Synergy Financial logo

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!

Rated 1 out of 5 stars

total rude scammers

total rude scammers

October 9, 2024
Unprompted review
Synergy Financial logo

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
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
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
Rated 5 out of 5 stars

Great experience

Great experience. The process was smooth and people were really helpful.
Would always recommend and Jacob was really efficent!

September 11, 2024
Unprompted review
Rated 5 out of 5 stars

Looking for funding to expand my…

Looking for funding to expand my business and grow it into the future. From the 1st phone call to the money arriving in my account was smooth, fast and consistent. Jack was in touch with me at every turn and kept me informed of each process. Awesome!

August 14, 2024
Unprompted review
Rated 1 out of 5 stars

If not a scam, close to it

I received a cold call from this company, even though my number is on the Federal and state "do not call" lists. A pushy salesperson kept asking me for the details of my small business (which I don't have) and claimed they're FDIC insured (they're not).

August 28, 2024
Unprompted review
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.

August 19, 2024
Unprompted review

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