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 1 out of 5 stars

Terrible Company

Terrible Company - continually solicits you after you've asked to be taken off their call list. Its been about 6 months at this point. Advise you not to use them their are far superior services elsewhere.

18 July 2023
Unprompted review
Rated 5 out of 5 stars

Hernandez is the Man !

I have been a client of this financial company for over a year and I am very satisfied with their services. They have helped me with my investments, taxes, and working capital they are professional, knowledgeable, and friendly. Especially Jack Hernandez always listens to my needs and goals and provides me with personalized advice and solutions. I trust them with my money and I recommend them to anyone who is looking for a reliable and competent financial partner.

9 June 2023
Unprompted review
Rated 1 out of 5 stars

It's either a scam or they're terrible at business

Caller had a terrible attitude and seeing the negative reviews calling out their scam, I'm not surprised. Called and immediately asked for the business owner. When I asked what the nature of the call was, they said they were calling from Synergy Financial and offered lending to small businesses. I told them we are not interested in their services and the caller LAUGHED and said "Who are you?". I told him I'm the business owner and hung up.

8 June 2023
Unprompted review
Rated 5 out of 5 stars

Larry Gonzalez

We have dealt with Larry Gonzalez, everything went nice and easy. Communications were fast and the following up was precise, Thank you Larry for all the help you provide to my company and my brother in law’s company as well

15 May 2023
Unprompted review
Rated 5 out of 5 stars

A+ from Synergy

Since entering the market for a loan Joe Felix and his team were phenomenal. His experience and knowledge in the field is bar none, Thank you Joe.

7 June 2023
Unprompted review
Rated 1 out of 5 stars

Total scam

Total scam. Do not give them ANY personal financial information. The 5 star reviews are clearly written by the scammers themselves. Soliciting for loans by phone? These are scam call centers gathering financial information e.g. bank statements to further harass you with constant calling and emailing for the sole purpose of identity theft and electronic fraud.

8 May 2023
Unprompted review
Rated 1 out of 5 stars

Dealing with a boiler room here.

First thing to remember is the guy on the phone is a sales person. They will tell you whatever you want to hear to get you to send the info they want. I told the rep who called me in a series of emails I want a 5 year term loan and I wanted to pay out all other bank debt and I wanted to know their lowest interest rate. I realize all including myself would not qualify for their lowest rate but I asked what is their longest term and their lowest rate I was told 6.75 percent and 120 months. I said I was not interested in any offers less that five years or 60 months. I was offered 18 months on the phone by one company and 12 by another at 22 percent. I told them do not even write the offers. Some ppl need the financing more than others and I get that, but they try to come across as able to do whatever you need and they simply are offering short term loans at high rates of interest and they quit talking as soon as they see that you are serious about proper long term financing. If you want short term money and you need it 22 percent bad. This might be your place. But I hope this review gets them to quit calling me because for years I have told them the same thing. Long term reasonable rates and not a single offer was made in that nature. Now they will tell me I dont qualify for that program but i already have that program from a top tier bank so, I do qualify. I simply wanted to see if more was available at a longer term and they said yes and then made no offer of that nature.

18 April 2023
Unprompted review
Rated 1 out of 5 stars

Scam

Scam! We receive multiple calls a day. They always ask to speak to the owner, if they had any idea of we are they would know that we are one of many branches our Corporation has and the owner is only at the main office. It does no good to request to be removed from their list. Why would anyone ever do business with a financial institution that uses phone solicitation to generate customers?

12 April 2023
Unprompted review

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