Rodgers Brothers
44yrs
Top advisor by experience at Rodgers Brothers
12yrs
Julia Polack is a fiduciary financial advisor in Harmony, Pennsylvania, with 12 years in the industry. After two years at Northwestern Mutual Investment Services, Julia joined Rodgers Brothers in 2019, a firm offering investment management. Julia holds the CFP® designation.
One of 7 advisors with offices in Harmony, and one of 7 fiduciaries.
At a glance
Experience12 years (since 2014)
How that compares ?12 years in the industry
Office223 Mercer Street, Harmony, PA 16037
FirmRodgers Brothers
How the firm is paid ?Percent of assets
Typical client at the firm ?$1.86 million
Advisors at the firm9
States licensed ?1 state
Services through Rodgers Brothers
Investment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutions
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2019 – nowRodgers Brothers, Inc.Current firm
- Apr 2017 – Jan 2019Northwestern Mutual Investment Services, LLCPreviously
Contact Julia
(724) 473-4003Rodgers Brothers main office 223 Mercer StreetHarmony, PA 16037Office · Get directions
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Questions to ask Julia
Tailored to Julia’s registration and firm.
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Julia
How do I contact Julia?
Call Rodgers Brothers at (724) 473-4003 and ask for Julia Polack. Julia works from the Harmony, PA office.
How long has Julia been a financial advisor?
Julia has been in the industry since 2014, about 12 years. 12 years in the industry.
What licenses does Julia hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Julia a fiduciary?
Julia is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Julia paid?
Rodgers Brothers reports being paid by a percentage of the assets they manage. Ask Julia for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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