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.
