Newport 300 Primera Boulevard, Lake Mary, FL 32746

"The worst service with their trading team for non-qualified funds. They have no idea what they’re doing. We pulled our business. Don’t go into business with them."

"The worse services I've ever had. I had an account through my old employer and I was forced to close my account and withdraw it or roll it over. They charge a reoccurring fee and a $90 fee to roll over. It would be a $30 fee when I asked if I can change the name on my check to my new account within 24 hrs of submitting the request. It's been 2 weeks and I have not receive the check mail so I called and they said it would be $30 fee to cancel and resend it. I can not believe I would be charged when mailing is out of my control. I've had an account with Fidelity before and they have never charged me any fees like this for my retirement account. I just want to receive my money and be done with this company!"

"Newport Group and managing team. You may want to buckle up for this one. I honestly have never been so dissatisfied by any service provider FOR ANYTHING (yes, caps are required). I spent 2.5 months trying to have your team email me a 1099r tax form. From excuses such as "we've escalated this to urgent", "we can't send it via email for security purposes", "we can't give you the (first name) of the person who previously called you as it may make me violate compliance", "we've requested it be mailed" and more. Nothing. No document via email, no regular mail, for over 2.5 months. I have had roughly 20 calls (see some of the list from my screenshots below). My final call today was 40 minutes of wasting my time (names redacted) before being escalated to a tier 2...again. I was told that a voicemail was left 2 weeks ago that they had my document ready to be sent. I checked my voicemail and there is no record of this. The voicemail supposedly said they didn't have my email, they did. I said I've given my email multiple times and it was indeed there. There are call logs, notes, and escalation tickets in your system. I had requested supervisor names/contact as to who I could send a demand letter on today's call. Understand my level of patience as a former training manager to deal with 2.5 months of this before even threatening to send a demand letter. I was previously told that they couldn't send an email to me unless they redacted my SSN, I said please do. I was told they would have to mail it, I said please do. For 2.5 months, everything I had been told besides the two tier 2 specialists wasn't true or was left unresolved. I was supposedly left the VM by the first tier 2 specialist who located my records (she was indeed helpful) which I don't have but I'm more inclined to believe this was an actual attempt. Finally, after I got off the phone/escalated from the standard CSR (again 40 minutes of wasting my time), the tier 2 today was able to send me an email via a secure link and deliver it within a few minutes of being on the phone with me. I told her I didn't believe her, I said "what you're saying sounds too good to be true and goes against everything I've been told up until this point" and she was 100% factual about her statements. Newport Group, please understand how truly I mean that this was absolutely the worst service experience I've ever had. To say that this is an office wide training moment or a sign from above that your SOPs should be rewritten could not be more severely stated. I'm happy to delve further into this with whoever could potentially resolve these issues for the sake of the mental health of your other customers. I'm quite tech savvy and can work through secure emails/resetting passwords in a flash. For any of your customers that might be lacking with computer skills or don't have the mental wherewithal to circumnavigate the monstrosity which is this process and your service team, I truly wish them the best. Note* The two tier-2 reps were quite helpful and only had 1 hiccup with not receiving a voicemail from one of them. These ladies were the only reason this was finally resolved. Most sincerely yours, Mark S."

"This outfit is pretty much a scam. Incredibly poor returns for investor. When account is closed money gets shuffled around to delay payment. Sticking your cash under a mattress is a better idea."

"I have this company to manage my money for over the year. Waist of time and money. Representatives not trained, rude and incompetent. Don't even consider this company as investors. If have a choice will give them - star."