Cloud Financial, Inc and Cloud Investments, LLC

Clay Peake 

on Google

a month ago

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 ... read more

Rachel Watts 

on Google

8 months ago

I have had the privilege of working with Cloud Financial Inc, and Cloud Investments for over 13 years, and I can confidently say that they have been an invaluable partner in managing and growing my investments. Their team is not only highly knowledgeable and professional but also genuinely cares about my financial goals. Over the years, they’ve consistently provided expert guidance, personalized strategies, and transparent communication that has allowed me to feel secure and informed at every stage of my financial journey. ... read more

Kathleen Judah 

on Google

8 months ago

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. 

Jimmy Farrar 

on Google

4 weeks ago

I attended a workshop Cloud put on. Very knowledgeable and aware or tactics to maximize worth and minimize taxes 

John Mayer 

on Google

8 months ago

John and the team are very knowledgeable and professional. The very inexpensive Financial Retirement Seminar is the reason why I decided to work with Cloud Financial. I'd encourage anyone to do their "due diligence" and definetly check them out!