
Louis Mosca
With over 80 years of shared experience, we at the Mosca Stevens Group operate out of the vibrant city of Philadelphia. Our team's journey in finance has been defined by one essential element—trust.
A Legacy of Trust: Trust is the cornerstone of our practice. For more than three decades, we have built lasting relationships with clients who place their financial futures in our hands. This trust extends not only to us but to the esteemed institution of Morgan Stanley.
Client-Centric Philosophy: At the heart of our practice is a commitment to understanding your unique financial goals and aspirations. We recognize that your financial journey is a deeply personal one, and we approach it with the care and attention it deserves. With our guidance, you can make informed, confident decisions about your life, your family, and your finances.
Integrated Strategies, World-Class Resources: Navigating the complexities of finance requires a comprehensive approach. Our team offers integrated strategies and leverages the world-class resources of Morgan Stanley to provide you with the tools and expertise needed to achieve your financial objectives. Whether you're planning for retirement, wealth preservation, or investment growth, we're here to guide you.
Rooted in the Community: As Delaware Valley residents, we have a deep connection to this area and its people. Serving the community is not just a profession; it's a passion. We take immense pride in being a trusted advisory team to our local investors, those in the surrounding areas and all over the country.
Our Team's Approach: We've known each other over 30 years, and as our business expanded we have added our third advisor of the next generation. Together we combine our experience and insight to deliver top-tier service to our clients.
We are here to assist you on your financial journey. Our clients' trust is our most cherished asset, and we are committed to nurturing it as we work together to build a brighter financial future. With trust as our guiding principle, we look forward to helping you achieve your financial goals.
2013-2023 Five Star Wealth Advisor Award Source: fivestarprofessional.com (Awarded 2013-2023) These awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods:
2013 Award - 03/5/2012 - 09/9/2012
2014 Award - 03/5/2013 - 09/9/2013
2015 Award - 03/5/2015 - 09/9/2015
2016 Award - 03/5/2016 - 10/7/2016
2017 Award - 01/20/2017 - 09/8/2017
2018 Award - 02/20/2018 - 09/19/2018
2019 Award - 02/11/2019 - 09/20/2019
2020 Award - 02/10/2020 - 09/11/2020
2021 Award - 01/18/2021 - 09/3/2021
2022 Award - 2/21/2022 - 8/19/2022
2023 Award - 02/13/2023 - 08/31/2023
2024 Award - 02/13/2024 - 08/30/2024