Constantly challenging ourselves to deliver more to our clients.
With access to a wide range of banks and lenders, the industry experts at Synergy Financial Group will efficiently help you find the best program to fit your needs.
- Purchase Loans
- First & Second Mortgage Refinances
- Lines of Credit
- Construction Lending
- 2nd Mortgages
- Refinance Loans
Have Questions? We Have Answers. Contact us today.
949 922-9244
How To Create a Home Renovation Budget
Planning a renovation project is a big undertaking, and it's important to have an idea of what you can afford. In addition to speaking with a financial adviser, you can take these steps to plan your spending: 1. Research the costs. Estimate what it [...]
Home Inventories Bouncing Back
As the spring buying season unfolds there are some rays of light shining down on the sector as would-be home buyers have digested the shock of higher rates. Borrowing costs have declined since last November's highs while the supply issue has eased a bit. [...]
Mortgage News: April
In this Issue… A Look Into the Markets Mortgage Market Guide Candlestick Chart Economic Calendar for the Week of April 1st A Look Into the Markets Mortgage rates improved slightly in this holiday-shortened week. Let's discuss what happened as the first quarter of 2024 [...]
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Read Our Recent Reviews
Visit our Google My Business page to see what people are saying about us.
★★★★★
Forever Grateful For Your Help!
Happy thought for your Sunday morning…. Every now and then for the past few days it hits me. I did it!! I am a homeowner. Just me. All on my own. No more worry. I can afford it. The house is MINE. After a long and sometimes very challenging process through my divorce, I can finally relax. Goodbye sleepless nights.
THANK YOU my friend for guiding me through the process with ease, kindness and grace, for coordinating with (my ex) to minimize our contact while our relationship is somewhat strained.
I don’t know if you realize all the good that comes of what you do. You truly HELPED me. You took one of my biggest worries and just made it go away. I will be forever grateful for your help.
Jackie H.
★★★★★
So Great!!!!
Sheila and her team were so great. We recently refinanced and everything was so smooth. Mona & Sheila were very quick in responding to whatever questions we had. They were also very informative on every step. I highly recommend Synergy Financial Group.
Camry W.
★★★★★
Shelia Deserves More Stars!
There are not enough stars for Sheila and her team! She patiently worked with us until time was right for refi. The process was simple, efficient and easy. I highly recommend Synergy and would use them again in a heart beat! Thank you Sheila for helping us and always having our best interests at heart!
Kristan H.
★★★★★
Don’t Waste Your Time Going Anywhere Else.
Sheila Siegel and her team at Synergy Financial group worked their magic and were able to find me the right financing for my property.
After a few escrow extensions due to a disastrous previous lender experience, Sheila was able to salvage my deal and close escrow on time!.
If you are buying a house, a second home or looking to refinance, don’t waste your time going anywhere else.
If I could give this review 10 stars I would!!!
Marcelo S.
★★★★★
I Recommend Shelia
Sheila is great! I had two rental properties that I needed refinanced and Sheila made everything nice and easy! I would recommend Sheila every day of the week!
Jason C.
★★★★★
Very professional
Very professional, thorough, and prompt. My loan was processed quickly and efficiently. I would recommend them to anyone.
Mr. American Idiot
Visit our Zillow lender profile page to see what people are saying about us.
★★★★★
Simply the BEST!
Sheila and Synergy Financial are the BEST! Sheila is professional, hardworking, and very creative. I always appreciate her ability to think ‘outside the box’ to come up with lending solutions. I have used Sheila several times over the years and have always been extremely impressed. There is nobody better!
user7826406 from San Diego, CA
★★★★★
Sheila is amazing.
We worked with Sheila for our first house purchase, and we could not be more satisfied by her professionalism, responsiveness and hard work. We highly recommend her!
Sanaz from Carlsbad, CA
★★★★★
Simply Amazing
We recently got married and decided to look for a new house. Within 5 days, we were selling a house and buying a new one, so needless to say, we were a bit stressed.
We were fortunate enough to be introduced to Sheila Siegel with Synergy Financial Group. Sheila is simply amazing. She was on top of everything (we closed in 31 days!) She expertly walked us down the path of buying our new home, ensuring we were comfortable with all the financial details. She was with us for every step and followed up on all of our questions and concerns. There was never a time we felt lost in the process. Sheila and her team take great pride in assisting with each stage of the process and building relationships.
Without hesitation, we highly recommend Sheila for your funding transactions. She will not disappoint you and will ensure you are completely comfortable buying your dream home! You can’t do any better than Sheila!
Deni from Coto de Caza, CA
★★★★★
Sheila Siegel is fantastic to work with!
Everything was great and Shiela couldn’t have been more helpful, hardworking and on the ball. Honestly, there were some twists and turns that she handled brilliantly and we highly recommend her!
Donnie from Laguna Niguel, CA
★★★★★
Very informative, professional and understanding. HIGHLY RECOMMEND!
Sheila and her team assisted my wife and I in understanding the process and making the purchase of our first home pretty simple! She made sure that we understood the interest rates and when it’s important to lock them in. Helped us in the payment variables and figuring out what we could afford to do. The process was very smooth and as stressful as a purchase can be we felt very much at ease with our home buying experience. They really are a class act and I highly recommend them.
catlovrs from Mission Viejo, CA