Synergy Financial Reviews 242

TrustScore 4 out of 5

4.2

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Review summary

Created with AI, based on recent reviews

Considering 51 reviews, reviewers had a great experience with this company. Customers consistently praise the staff for their helpfulness, professionalism, and dedication to finding the best solutions. Many people highlight the quick and efficient service, appreciating the clear communication and detailed explanations provided throughout their interactions. Reviewers frequently mention the excellent customer service, noting that representatives are knowledgeable, responsive, and genuinely invested in their clients' success. However, some people were dissatisfied with the advice received, citing instances of poorly educated representatives and a lack of proactive communication regarding investment performance. A few other people also felt that phone conversations were difficult due to difficulties in understanding representatives.

What people talk about most

Staff

Customers had positive experiences with staff. Many reviewers praised the professionalism, expertise, and... See more

Service

Clients share positive opinions on service, frequently highlighting the professionalism and efficiency of the... See more

Customer service

Customers consistently note positive experiences with customer service. Many reviewers highlight the... See more

Reviews shaping this summary

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 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 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

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


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

4.2

Great

TrustScore 4 out of 5

242 reviews

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Hasn’t replied to negative reviews

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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

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