Synergy Financial Reviews 241

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 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

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

Hasn’t replied to negative reviews

How this company uses Trustpilot

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

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

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 👍

11 May 2022
Unprompted review
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

22 April 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.

21 April 2022
Unprompted review
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.

20 April 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.

20 April 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.

19 April 2022
Unprompted review
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.

18 April 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.

16 April 2022
Unprompted review
Rated 5 out of 5 stars

Ryan Smith was very helpful

Ryan Smith was very helpful, and with a great attitude. Even when I had my doubts. He has been there start to finish and helped answer any questions at any moment. Synergy is a great Team member/partner to have on your side when you decide you want to grow your business. Thank you Synergy and Ryan!

11 April 2022
Unprompted review
Rated 5 out of 5 stars

The best best service especially Larry…

The best best service especially Larry is the great person to deal with. Very helpful and trustworthy. You can trust him 100% for business loans. I am from Toronto in the beginning I hesitated but when I delt with Larry all my doubts were cleared. I really recommend this company especially Larry.

11 April 2022
Unprompted review
Rated 1 out of 5 stars

Constant calls from same area code

Constant calls from same area code, different numbers, sometimes two or three a day & at least 3 times a week. Asked them if they were licensed to do business in Canada. Said they had office in Ontario but couldn't tell me where. If you call back one of their numbers the calls either won't go through or number is not in service

7 April 2022
Unprompted review
Rated 1 out of 5 stars

If this is the best Trustpilot can do…

If this is the best Trustpilot can do verifying business then avoid Trustpilot. Alex Watson is their Senior Funding Advisor who is Emma Watson's brother, likely a fake person. The phone numbers are fake, they take you to a call sequencer which redirects you to various businesses like Vivint, Unicus Capital, and other scammers.
Ask Synergy Financial for their Secretary of State ID #, they hang up. Ask them what State they are incorporated in, they hang up. The addresses they give are call centers using remote access. Their New York address is vacant, I have a friend that works are that address, and it is a vacant suite on the seventh floor. Check with Loopnet.

2 March 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.

Companies can ask for reviews via automatic invitations. Labeled Verified, they’re about genuine experiences.

Learn more about other kinds of reviews.

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