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Synergy Financial

4.650 reviews
Last reviewed: Mar 9, 2026

Do you agree with Synergy Financial's TrustScore? Voice your opinion today and hear what 231 customers have already said.

synergyfinancellc.comMember since Mar 2026

Synergy Financial is an online company. Based on 50 reviews on TrustPlane, it has an average rating of 4.6 out of 5 stars. Last reviewed March 9, 2026.

Customer Reviews

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Thank You Aaron Cruz!

I had the privilege of working with Aaron Cruz on my recent loan application, and I can wholeheartedly endorse him as an outstanding loan specialist. Aaron demonstrated in-depth knowledge of loan products and provided clear explanations of all available options, making the process remarkably efficient. He showed exceptional responsiveness, promptly addressing my questions and maintaining consistent communication throughout each stage. His professionalism, attention to detail, and genuine commitment to prioritizing his clients' interests were truly impressive. Thank you, Aaron; I felt confident and supported throughout the entire application process. I highly recommend Aaron Cruz to individuals seeking expert guidance with their loan needs.

Bel
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Dan Brown is amazing

Dan Brown is amazing, he understood my plan & got things ready according to it.

Kristin Lopez
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Jacob was very professional and honest

Jacob was very professional and honest

Jerod
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professional services

Victor Martinez is provided me Professional services, reasonable rate.

Henry Ho
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Victor was very informative and…

Victor was very informative and helpful.He was able to get my company funding in 24hrs.Thank you for all your time and hard work. Thanks again.The San Diego Builders Inc.

Michael
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Jacob was extremely quick at solving a…

Jacob was extremely quick at solving a problem. He went far and above!Thank you again, David

AWRV Mobile
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Quick and efficient.

Quick and efficient.

JH
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Jacob Vargas was excellent

Jacob Vargas was excellent , He answered ever question thatI had quickly and accurately. No hidden agenda , all above board. Everything that I was told ,played out exactly as it was supposed to. When there was a small issue ,I reached out to Jacob by e-mail and hehad it corrected in less than 30 minutes . Very easy to deal with and helpful thanks Jacob !

Brad
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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

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 the seviability and quick services that they have been delivaring.

KMJ ADULT FAMILY HOME LLC
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Great Help

Jaime Sanchez was a great help. He helped me through ever step and broke everything down to me!!!!1

Aaron F
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Aaron is the consummate professional

Aaron is the consummate professional. After making himself familiar with our Boston business and our short term objectives, Aaron designed a lending strategy that satisfied our needs. We are very pleased. Thank you, Aaron.

LANCO Scaffold
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Victor m worked with me to find the…

Victor m worked with me to find the right deal that applied to my situation and didn’t stop after the first couple hiccups. I’m not used to enjoying lending interactions, but that’s why I’m actually leaving a review. Will gladly work with him again.

David VonOhlerking
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Jacob is attentive and trustworthy

Jacob is attentive and always striving to do his best for his customer.

Michael
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I had the best experience with Ryan…

I had the best experience with Ryan Smith. So professional and very well explained. The process was precise and fast. This is definitely going to be my Lending company for growth. Loved the professionalism. Keep up the excellent Service Ryan.

Rosary Lenz
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Victor help us in all steps to get the…

Victor help us in all steps to get the best deal.We are so happy and thankful for his efforts to ensure the best deal.

Brazucas Smoke Shop
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Recommended ,very professional !!!!

“Alan Gill is very professional. I’ve been working with him for a long time and I highly recommend him.”

gihan morcos
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Very professional with great follow up…

Very professional with great follow up and great customer service !!

gihan m
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Jacob Vargas is the most gracious and…

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 tactics. He is the best person I have worked with and plan on working with.

Josh Draeger
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Jordan was awesome!

Jordan was great to work with. Very knowledgeable and went over and beyond to assist. Thank you for all of your help!

Shiela Sweat
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Jaime Sanchez and Aaron Cruz I…

Jaime Sanchez and Aaron Cruz I appreciate you both working to give me the boost I needed to take care of repairs for my business. My wife says Thank you also guys as she was only trying to ensure we were secure! We are honest people and we take our business seriously. Thanks wholeheartedly for taking care of us! The process was simple and the terms were explained. We will do business with you all again. Best Regards K.Smith

K.Smith
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According to TrustPlane, Synergy Financial has a 4.6/5 rating based on 50 verified reviews as of April 2026. Source: trustplane.app/company/synergyfinancellc-com