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

  • May 2017

    April Market Update

    April 2017

    April Market Update

    March 2017

    March Market Update

  • February 2017

    March Market Update

    January 2017

    January 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

Register For An Upcoming Event

There are no upcoming events at this time.
Please check back again soon.

The Cloud Financial Team

Don Cloud
President

About Don

Denise Cloud
Vice President

About Denise

Germi Cloud, NSSA
Financial Planner

About Germi 

Charlie Harriman, CEP®
Chief Compliance Officer, Financial Planner

About Charlie

Lauren Borden
Financial Planner

About Lauren 

Susie McCullough
Administrator

About Susie

Shannon James
Client Relationship Manager

About Shannon

Liza Schwieterman
Event Coordinator

About Liza

Pat Forester
Administrative Assistant

About Pat 

LET'S CONNECT

Florence

623 South Seminary St
Suite 103
Florence, AL 35630

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Huntsville

809 Shoney Drive
Suite 203
Huntsville, AL 35801

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Gadsden

750 Forrest Ave
Gadsden, AL 35901
.

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