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

  • November 2018

    August 2018

    July 2018

  • June 2018

    May 2018

    March 2018

  • February 2018

    January 2018

    September Market Update

    December 2017

    September Market Update

  • November 2017

    September Market Update

    October 2017

    September Market Update

    September 2017

    September Market Update

  • August 2017

    August Market Update

    July 2017

    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

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Schedule Now!

In The News

Below are news articles in which Cloud Investments, LLC has contributed to or been featured in. These news articles do not endorse or recommend Cloud Investments, LLC, they are strictly for educational purposes regarding investments and financial Information.

The Cloud Financial Team

Don Cloud
President, Wealth Advisor

About Don

Denise Cloud
Executive Vice President

About Denise

Germi Cloud, NSSA®, CRPC®
Wealth Advisor

About Germi 

Charlie Harriman, CEP®
CEP - Senior Vice President, Wealth Advisor

About Charlie

Lauren Borden
Chief Compliance Officer

About Lauren 

Susie McCullough
Client Service Representative

About Susie

Shannon James
Client Service Representative

About Shannon

Liza Schwieterman
Marketing Coordinator

About Liza

Pat Forester
Administrative Assistant

About Pat 

Jessica Tollefson
Administrative Assistant

About Jessica 

LET'S CONNECT

Florence

623 South Seminary St
Suite 103
Florence, AL 35630

View map and directions

Huntsville

200 Clinton Ave
Suite 1020
Huntsville, AL 35801

View map and directions

Gadsden

750 Forrest Ave
Gadsden, AL 35901
.

View map and directions

  • Members Of

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    Featured On

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    Featured In

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