Cloud Financial, Inc. and Cloud Investments, LLC are locally owned investment management firms based in Huntsville, AL. With a mission to simplify retirement for the community, they provide education and planning services to individuals at and near retirement, offering income planning, tax strategies, legacy planning, social security maximization, and investment management.
Founded in 2001 by President Don Cloud, Cloud Financial, Inc. expanded in 2016 to create Cloud Investments, LLC, allowing for a more hands-on approach to holistic planning. As a multi-advisor company, they strive to empower clients with the tools to achieve their financial goals and enjoy a confident retirement.
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