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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
  • Free help with Credit Repair

Have Questions? We Have Answers. Contact us to discuss your options.

949.273.4091

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Visit our Zillow lender profile page to see what people are saying about us.

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Recent Reviews

★★★★★
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

Loan Status: Closed Jul 2017
Loan Type: Refinance
Close On Time: Yes
Interest Rate: Lower than expected
Fees/Closing Costs: Lower than expected


★★★★★
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

Loan Status:: Closed May 2017
Loan Type: Purchase
Close On Time: Yes
Interest Rate: As expected
Fees/Closing Costs: As expected


★★★★★
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

Loan Status:: Closed May 2017
Loan Type: Purchase
Close On Time: Yes
Interest Rate: As expected
Fees/Closing Costs: As expected


★★★★★
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

Loan Status:: Closed Jan 2017
Loan Type: Purchase
Close On Time: Yes
Interest Rate: As expected
Fees/Closing Costs: As expected


★★★★★
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

Loan Status:: Closed Mar 2016
Loan Type: Purchase
Close On Time: Yes
Interest Rate: As expected
Fees/Closing Costs: As expected