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Synergy Financial Reviews 241

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TrustScore 4.5 out of 5

4.3

Loan Agency
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Review summary

Created with AI, based on recent reviews

Evaluating 51 reviews, reviewers overwhelmingly had a great experience with this company. Customers consistently praise the staff for their professionalism, helpfulness, and clear communication, making the process smooth and efficient. Many people highlight the excellent service and customer support, appreciating the quick responses and personalized approach to their needs. However, some customers also mentioned issues with communication, specifically regarding representatives speaking with heavy accents or providing unclear advice. A few other people also felt that some advisors did not proactively monitor investments or offer alternative solutions, leading to dissatisfaction with the long-term performance of certain products.

What people talk about most

Staff

Consumers express high satisfaction with the staff, frequently highlighting their professionalism, expertise,... See more

Service

Customers had positive experiences with service, often highlighting the professionalism, efficiency, and... See more

Customer service

Reviewers highlight positive aspects of customer service, praising several staff members for their... 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

I want to sincerely thank Jacob for helping my small business secure funding. For two years, Jacob patiently reached out and encouraged me to apply, even when I kept ignoring his emails. Finally, I... 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

241 reviews

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Hasn’t replied to negative reviews

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Rated 5 out of 5 stars

Excellent customer service

I recently need funds for a marketing campaign for my business. I applied at Synergy Financial and Joe Felix promptly called me. He was so helpful at explaining different options for me. He was there with me the whole process and making sure I was getting the loan to fit my business. If you’re in the need for financial assistance, I highly recommend Joe Felix at Synergy.

23 February 2024
Unprompted review
Rated 5 out of 5 stars

Highly Recommend Larry Gonzalez

Larry Gonzalez has been A1. He is proactive in his dealings and always very professional. We have worked with Larry on numerous occasions over the past year and highly recommend his services.

10 January 2024
Unprompted review
Rated 4 out of 5 stars

Helped me fast

Helped me out quickly when I was pressed for time. Other sources did follow up later with better offers, but well after I needed it.

10 January 2024
Unprompted review
Rated 1 out of 5 stars

Again starting to received calls from…

Again starting to receive calls from Synergy Finance Tel; 519-886-7686. In the past I have been rudely bombarded with calls from Synergy Finance. Numerous times they call and just hang up. When I ask them to remove my number from their call list they abruptly hang up. Synergy Finance agents are the MOST RUDE people. I WILL NEVER DO ANY BUSINESS WITH THEM PERIOD.

9 November 2023
Unprompted review
Rated 1 out of 5 stars

I've asked these people to remove me…

I've asked these people to remove me from their calling list 100 times and they call me every day this needs to stop if you don't stop calling me synergy financial my lawyer is going to contact you and sue you for harassment you . Remove me from your list Immediately.

11 October 2023
Unprompted review
Rated 5 out of 5 stars

Just came off the phone from Synergy…

Just came off the phone from Synergy online banking help.
Srinivas spent more than 1/2 hour helping me sort out my problem.
He was curious helpfully and patient.
Got the problem solved.
Would recomend for many reasons but service is up there with the best

18 September 2023
Unprompted review
Rated 5 out of 5 stars

Great service

Joe gave us great personalized service. He is trustworthy and gave us competitive rates. We recommend using their services.

14 September 2023
Unprompted review

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