Guidelight Financial

Guidelight Financial We offer comprehensive advice to plan for and address life on your terms, utilizing independent obje Guidelight Financial and Cambridge are not affiliated.

Our Purpose

At Guidelight Financial, we help individuals, families, and businesses establish and achieve their short and long-term goals using financial planning-based strategies. Whether growing your wealth, planning for the future of your family or consulting for your business retirement plan, Guidelight Financial is the premier provider of financial services in Fairfield County, Connecticut. B

ased in Norwalk’s historic SONO district, we are here to be your guiding light into a financial future you may have only ever dreamed of. Through both personal wealth management and business retirement solutions, individuals, families, and entrepreneurs come to us for our industry expertise and our ability to guide you toward a successful financial future. History

Guidelight Financial was co-founded by Felix Serrano and Steven Ortega in 2011 in an effort to create a firm that leverages their experience and strengths to better serve customers without the inherent conflicts that exist at the large Wall Street firms. Disclosures

Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA and SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.

06/15/2026

Ready to retire, but not ready to stop working? Check out this video for a fresh way to look at encore career options.

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a dis...
06/12/2026

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a disability affected your income.

See how long your current savings might last if a disability interrupted your income.

Is it time to talk to a financial professional? This infographic will help you decide. Check it out here:
06/10/2026

Is it time to talk to a financial professional? This infographic will help you decide. Check it out here:

Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.

How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much yo...
06/08/2026

How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much you withdraw each year.

See how long a lump sum of savings could last based on your withdrawal rate and return.

What can a fairy tale teach us about goal-setting success? Watch our video and find out.
06/05/2026

What can a fairy tale teach us about goal-setting success? Watch our video and find out.

Do you know how to set up your financial goals for success? This knight does.

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ong...
06/05/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East.

Paying your mortgage every two weeks instead of monthly could knock years off your loan. See the numbers and decide if b...
06/03/2026

Paying your mortgage every two weeks instead of monthly could knock years off your loan. See the numbers and decide if bi-weekly payments make sense for you.

See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.

06/01/2026

What could your IRA actually produce in retirement income? Enter your balance and assumptions to see a projection of monthly withdrawals over time.

Have you considered everything when it comes to your retirement? Perhaps not. Check out our fascinating new infographic ...
05/29/2026

Have you considered everything when it comes to your retirement? Perhaps not. Check out our fascinating new infographic on retirement issues.

This attention-grabbing infographic covers retirement topics you may not have considered.

Where is your money actually going each month? Use this budgeting tool to break down your income and expenses and spot o...
05/27/2026

Where is your money actually going each month? Use this budgeting tool to break down your income and expenses and spot opportunities to do more with what you have.

Track your monthly income and expenses to get a clearer view of your cash flow.

Address

50 Washington Street, Fl 4th
Norwalk, CT
06854

Website

Alerts

Be the first to know and let us send you an email when Guidelight Financial posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Guidelight Financial:

Shortcuts

Share

Category