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.

Do you have intellectual property? Have you incorporated it into your estate strategy? Read more about how you might inc...
07/20/2026

Do you have intellectual property? Have you incorporated it into your estate strategy? Read more about how you might incorporate your IP into your estate strategy in this detailed article.

Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.

Marriage changes everything, including your insurance needs. Here are some things to look out for.
07/17/2026

Marriage changes everything, including your insurance needs. Here are some things to look out for.

Marriage changes everything, including your insurance needs.

When markets wobble, even experienced investors can get nervous. But history holds some encouraging lessons.
07/15/2026

When markets wobble, even experienced investors can get nervous. But history holds some encouraging lessons.

When markets shift, experienced investors stick to their strategy.

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
07/13/2026

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.

The tax rules governing profits you realize from the sale of your home have changed in recent years.

Do you have a will? Is it updated?
07/10/2026

Do you have a will? Is it updated?

When do you need a will? The answer is easy: Right Now.

Long-term care costs can be significant—and many people underestimate them. Use this tool to get a sense of what care mi...
07/08/2026

Long-term care costs can be significant—and many people underestimate them. Use this tool to get a sense of what care might cost and how to prepare.

Estimate potential long-term care costs and what coverage may help address them.

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic effort...
07/08/2026

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The S&P 500 rose 14.87%, the Nasdaq gained 21.41%, and the Dow picked up 12.90%, while Canada’s S&P/TSX Composite added 6.37%. Looking ahead, markets may continue to react to Middle East updates, oil prices, inflation trends, and the pace of global commerce through the Strait of Hormuz. From U.S. home price growth to Canadian housing forecasts, this quarter’s by-the-numbers highlights the data behind one of North America’s most closely watched markets.

Stocks saw solid gains in the second quarter, riding a wave of enthusiasm over upbeat economic reports, ongoing diplomatic efforts in the Middle East, and strong first-quarter corporate numbers.

Before you start house hunting, find out what you can realistically afford. This calculator factors in your income, debt...
07/06/2026

Before you start house hunting, find out what you can realistically afford. This calculator factors in your income, debts, and down payment to give you a number.

Estimate how much home may fit within your budget based on income and expenses.

When you choose to take Social Security might impact your retirement income. Find out how.
07/03/2026

When you choose to take Social Security might impact your retirement income. Find out how.

One of the most common questions people ask about Social Security is when they should start taking benefits.

Your investment strategies and personal beliefs don’t have to be mutually exclusive. Learn more about impact investing h...
07/01/2026

Your investment strategies and personal beliefs don’t have to be mutually exclusive. Learn more about impact investing here:

Learn how to build a socially conscious investment portfolio and invest in your beliefs.

Address

50 Washington Street, Fl 4th
Norwalk, CT
06854

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