Our Mission

Cloud Investments, LLC, is a comprehensive, planning-first financial services firm that serves as a go-to retirement resource for the community. We provide education and services for investments, income, retirement and financial planning strategies with an independent perspective and fiduciary care to those at and near retirement.

We hold educational workshops every month on relevant topics such as Social Security, Legacy Planning and more.
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Our Services

Income Planning

Tax Planning

Investment Management

Social Security Maximization

Legacy Planning

Learning Library

  • Social Security Maximization

    Social-Security-Maximization

    Writing Your Retirement

    Writing-Your-Retirement

    Beneficiary Review

    Beneficiary-Review

  • Empowering Women

    Empowering-Women

    Facts of Life

    Facts-of-Life

    Rule of 100

    Rule-of-100

Monthly Market Update

  • December 2016

    December Market Update

    October 2016

    August Market Update

    September 2016

    December Market Update

  • WHNT Interview with Don Cloud

    WHNT-interview-don-cloud

    August 2016

    August Market Update

    July 2016

    May Market Update

  • June 2016

    May Market Update

    May 2016

    May Market Update

    April 2016

    March Market Update

  • March 2016

    March Market Update

Register For An Upcoming Event

Retirement Planning Today

Held at UAH
February 16th & 23rd | 5:30 – 8:30PM
February 21st & 28th | 5:30 – 8:30PM

(these are 2 session courses)


 


The Cloud Financial Team

Charlie Harriman, CEP®
Financial Advisor

About Charlie

Don Cloud
President, Chief Investment Advisor

About Don

Lauren Borden
Licensed Client Relations Manager

About Lauren 

Germi Cloud, NSSA
Financial Advisor

About Germi 

Susie McCullough
Administrator

About Susie

Denise Cloud
Vice President

About Denise

Shannon Sanders
Administrative Assistant

About Shannon

LET'S CONNECT

Florence

623 South Seminary St
Suite 103
Florence, AL 35630

View map and directions

Huntsville

809 Shoney Drive
Suite 203
Huntsville, AL 35801

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Gadsden

750 Forrest Ave
Gadsden, AL 35901
.

View map and directions

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