portrait of Andrea G Holdcroft
FINANCIAL ADVISOR
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

About Andrea

For more than three decades, my team and I have focused on helping clients navigate a wide variety of markets and financial situations, and assisting them with the accumulation, preservation and transference of wealth. We are experienced in retirement strategies, charitable giving and trust and estate considerations.

Our mission is to first invest our time in understanding what's important to you. In this way, we can prepare personalized investment strategies and solutions that best align with your risk tolerance and time horizon.

We also collaborate with your other trusted advisors, such as your attorney and CPA, to ensure a holistic approach and...

Focus Areas

  • Estate & Legacy Strategies
  • Not-for-profit Organizations
  • Charitable Giving
  • Divorce Finances
  • Entrepreneurs & Business Owners
  • Dentists

Work History

  • Edward JonesApril 2024 to Current
  • Fidelity InvestmentsDecember 2022 to April 2024

Education

  • Washington State UniversityBachelor of Arts

Personal Interests

  • Sailing
  • Social Responsibility
  • Wine Collecting/Enthusiast
  • Traveling
  • Community Outreach

Team Members

  • Corinne Kochaney
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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