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.

"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt.
09/02/2026

"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt.

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Other than a health emergency, few events are more stressful and disruptive to retirement strategy than an unexpected jo...
08/31/2026

Other than a health emergency, few events are more stressful and disruptive to retirement strategy than an unexpected job loss or layoff. For many, it’s not just a hit to finances but also to confidence and sense of self.

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A good professional provides important guidance and insight through the years. Explore what that means in this helpful p...
08/28/2026

A good professional provides important guidance and insight through the years. Explore what that means in this helpful piece.

A good professional provides important guidance and insight through the years.

08/27/2026

AI will either be the greatest equalizer ever invented, or the worst source of injustice. We need to start planning now so it makes the world a fairer place.

08/27/2026
Here are 5 facts about Social Security you absolutely need to know.
08/26/2026

Here are 5 facts about Social Security you absolutely need to know.

Here are five facts about Social Security that are important to keep in mind.

Embrace the new digital era and ensure careful ownership, management, and estate strategy for your intellectual property...
08/24/2026

Embrace the new digital era and ensure careful ownership, management, and estate strategy for your intellectual property.

Intellectual property ownership and its implications for ordinary people and estates.

If you'd like to participate in emerging markets, what are your options?
08/21/2026

If you'd like to participate in emerging markets, what are your options?

What are your options for investing in emerging markets?

There are four basic steps to calculating the value of an estate.
08/19/2026

There are four basic steps to calculating the value of an estate.

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

You can start Social Security benefits as soon as you reach 62. Know the rules before deciding.
08/17/2026

You can start Social Security benefits as soon as you reach 62. Know the rules before deciding.

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

Address

50 Washington Street, Fl 4th
Norwalk, CT
06854

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