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Cloud Financial, Inc and Cloud Investments, LLC

4.9 54 reviews
Financial Planners, Financial Advising
Overall rating
4.9
out of 5
54 reviews
5 star 90%
4 star 5%
3 star 3%
2 star 0%
1 star 2%

About Cloud Financial, Inc and Cloud Investments, LLC

Cloud Financial, Inc and Cloud Investments, LLC, located in Huntsville, AL, offers secure retirement planning services since 2001. Founded by Don Cloud, the firm provides comprehensive expertise in income planning, tax strategies, legacy planning, social security maximization, and investment management. Clients have expressed high satisfaction with the team's skills and dedication, often highlighting the lucrative management of retirement resources. The Cloud team is noted for their education and experience, staying updated on market trends while fostering a caring, family-like atmosphere. Many clients appreciate the excellent and timely financial advice, describing the relationship with the staff as more than just a service, but as a genuine friendship. A complimentary consultation is available to start simplifying the retirement journey.

Jul 2025
5.0
Cloud financial is a great company dedicated to preserving and growing your assets in a risk managed approach. As a locally owned business Cloud has a wonderful, friendly, and transparent environment. The office staff and brokers are knowledgeable and more important extremely available for consultation. Cloud is also dedicated to teaching their clients about the merits of their investing strategy. They offer multiple group training sessions on a variety of topics as well as semi-annual market reviews. For me, a retiree that wants to prioritize safety, yet maintain the flexibility to take advantage of growth opportunities, Cloud is the perfect choice.
Dec 2024
5.0
My wife and I have been with this organization for a number of years and have been very pleased with the people and their skills to manage money. I would highly recommend them to anyone looking for someone to manage their retirement.
Dec 2024
5.0
Allowing Cloud Financial to manage our retirement resources has been, and continues to be, very lucrative. The Cloud team is highly educated and experienced. They stay on top of the market and trends so that we don’t have to. They care about their clients and give back to our communities very often. There is a sincere feeling of family and they go out of their way to “know “ their clients. Anyone considering a retirement manager should seriously look at Cloud Financial.
Photos of Cloud Financial, Inc and Cloud Investments, LLC, 200 Clinton Avenue West Suite 1020,  Huntsville
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Hours

Monday 8:30AM - 3:30PM
Tuesday 8:30AM - 3:30PM
Wednesday 8:30AM - 3:30PM
Thursday 8:30AM - 3:30PM
Friday 8:30AM - 3:30PM
Saturday Closed
Sunday Closed

Location

200 Clinton Avenue West Suite 1020, Huntsville, AL 35801

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Cloud Financial, Inc and Cloud Investments, LLC · 200 Clinton Avenue West Suite 1020, Huntsville, AL 35801

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