Guidelight Financial

Directions Website Contact the business

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. Based 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.

Even a small bump in your 401(k) contribution could make a big difference over time. Run the numbers and see what's poss...
10/16/2026

Even a small bump in your 401(k) contribution could make a big difference over time. Run the numbers and see what's possible.

When it comes to making a difference, which is better? Investing for impact or starting your own philanthropy?
10/14/2026

When it comes to making a difference, which is better? Investing for impact or starting your own philanthropy?

This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.

10/12/2026

If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

10/09/2026

There are ways to protect your business in the event of your death or the death of a partner.

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

10/07/2026

Marriage changes your financial life. This piece includes keys to preparing to grow wealthy together.

Retirement is the start of your next big adventure. What type of retirement do you dream of? Read more here:
10/05/2026

Retirement is the start of your next big adventure. What type of retirement do you dream of? Read more here:

Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?

Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance?
10/02/2026

Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance?

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

This piece presents an overview of fundamental steps to consider when a loved one passes.
09/30/2026

This piece presents an overview of fundamental steps to consider when a loved one passes.

An overview of some fundamental steps when a loved one passes.

Retirement choices can be intimidating. This piece helps you pick the right strategy for your business and employees.
09/28/2026

Retirement choices can be intimidating. This piece helps you pick the right strategy for your business and employees.

Retirement choices can feel intimidating. Choosing the right strategy can make all the difference.

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